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How to create Savings Goals

Savings goals help you visualize and track your progress towards specific financial targets.

How to create a savings goal:

  1. Go to the Savings dashboard.
  2. Click on New Goal.
  3. Enter the Name of your goal (e.g., "Dream Vacation").
  4. Select Linked Accounts (optional) to track existing funds towards this goal.
  5. Set the Target Amount you want to save.
  6. Choose the Currency for the goal.
  7. Select a Category (e.g., Vacation, Emergency Fund, House).
  8. Set a Target Date when you want to achieve this goal.
  9. Add a Description (optional) for more details.
  10. Click Save.
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