Where to find it
Budgets, then the Goals tab. The page title is Savings goals. Scenarios is the tab beside it.
A savings goal is a target with a date. It can be linked to a savings account, or kept as a virtual jar, and Jarful shows what to put away to get there.
- Open Budgets → Goals.
- Add the goal from that page and set the target and the date.
- Check it when you do the weekly review, and change the amount if the date moves.
Scenarios, the next tab, compares income options side by side, with estimated New Zealand tax, your monthly surplus and extra mortgage repayments. Those figures are estimates from the numbers you enter. They are not advice.
What this does not do
A goal does not move money into a savings account. A virtual jar is not a bank account. Own-money jars are the Own money tab, and they are not savings goals.
Related
Still stuck?
Email [email protected]. Say what you clicked and what you expected. Please don’t send account numbers, passwords or bank statements.
Jarful is a budgeting tool, not a financial adviser. Nothing on this page is financial advice.