Edit or Delete a savings goal

Edit your savings goal 

First, go to the 'Accounts' tab:

  1. From the 'Accounts' tab, select the goal you wish to edit.
  2. Tap the Edit button in the top right.
  3. Edit the goal details.
  4. Tap the Save button.


Delete your savings goal 

  1. From the 'Accounts' tab, select the goal you would like to delete.
  2. Tap the Edit button at the top right
  3. Tap the Remove Goal button and "Yes" to confirm.
  4. 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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