Create and Manage Your Savings Goals

Watch a quick how to create and manage your savings.

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Mobile

Create a Savings Goal

1. Tap Other Accounts.

2. Tap the plus symbol to create a new savings goal.

3. Enter the goal name and the goal amount (optional).

4. Tap Continue.

5. The savings goal is created.

 

Manage a Savings Goal

Depending on your invitation code, you may already have a savings goal set up.

Add portions of your cash back automatically to your savings goal.

1. Tap Other Accounts.

2. Tap Manage Allocations.

3. Tap or long press to increase or decrease the allocation. Remember: All allocations will total 100%.

4. Tap Apply.

 

Pause Allocations

1. Tap Other Accounts.

2. Tap the toggle button next to Pause All Allocations.

 

Website

Create a Savings Goal

1. In the top nav bar, click Other Accounts.

2. Click the plus symbol to create a new savings goal.

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3. Enter the goal name and the goal amount (optional).

4. Tap Continue.

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5. The savings goal is created.

 

Manage a Savings Goal

Depending on your invitation code, you may already have a savings goal set up.

Add portions of your cash back automatically to your savings goal.

1. In the top nav bar, click Other Accounts.

2. Click Manage Allocations.

3. Click the plus or minus signs to increase or decrease the allocation. You can also click the number and enter the percentage. Remember: All allocations will total 100%.

4. Click Apply.

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Pause Allocations

1. In the top nav bar, click Other Accounts.

2. Click Manage Allocations.

3. Click the toggle button next to Pause All Allocations.

4. Click Apply.

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