Add your savings goal 

There are two ways to add a savings goal in your Wallit app.

First, go to the 'Accounts' tab:

Option 1:

1. Tap the add button in the top right.
2. Then, select 'Add a Goal' from the menu.
3. Add the name your goal, the amount you wish to save and by when you want to meet your goal.

Option 2:

1. You may also add a goal from the 'Account' tab by tapping 'Goals'
2. Tap the 'Add New Goal' button at the bottom of the screen.
3. Add the name your goal, the amount you wish to save and by when you want to meet your goal.

Edit your savings goal 

1. From the 'Accounts' tab, select the goal you would like to edit.
2. Tap the Edit button at the top right and edit the goal details.
3. Tap the Save button.

Note: If you keep your savings in one or more of your connected banking accounts, remember to make sure the savings goal balance is up to date.

Tip: The role of a savings account is to support short-term goals or unexpected expenses. Your first savings goal, should be your emergency fund. A general rule is to have 3-6 months of spending set aside. Your emergency fund is there to help in a number of unplanned situations: job loss, car trouble, tax bill, medical expense, etc. It’s there to get your through times when your expenses are greater than your income.

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