Savings Goals Widget

The Savings Goals widget enables customers to set and track progress towards personal savings goals, helping them stay accountable to the things they're saving for, whether that's a holiday, a car or a house deposit.

Bud's savings goals work as a ledger, they track how a customer allocates money within a deposit account towards specific goals. The widget doesn't move money between accounts.

How it works

Creating a goal

1. If creating your first goal, click Create goal

   1. Otherwise, click + Create new goal at the bottom of the screen

2. Enter a name for your goal

3. Enter your target amount, click Next

   

4. Optionally, set a target date for when you'd like to reach your goal

5. Select the deposit account you'd like to link this goal to

6. If first savings goal, click Save goal

   1. Otherwise, click Next

      

7. If an account already has other goals assigned, select the accounts balance allocation for each goal associated with the chosen account

   

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Goal allocations are bounded by the balance of the linked deposit account. You can only allocate up to 100% of your accounts balance between all associated goals. The first goal for a chosen account will always be given 100% balance allocation.

Editing a goal

1. Expand the goal you'd like to edit

   

2. Click Edit

3. Update the goal's name, target amount and date, linked account or balance allocation as required

4. Click Save Goal

Deleting a goal

1. Expand the goal you'd like to delete

   

2. Click Delete

3. Confirm deletion by clicking Yes, delete