Search results for: article/26-how-to-edit-existing-goals

Search results for: article/26-how-to-edit-existing-goals

What are Goals?

You or your child can create a goal from their dashboard by clicking on the 'Goals' pot… Once in the Goals pot, follow the steps below to add a new Goal… Answer: Yes, just click into the goal, and in the top right corner you'll see an 'Edit' button

Written by Alice
Updated over a week ago

How to delete a Goal

To delete a Goal: Navigate to your child's 'Goals' dashboard click on the goal they'd like to… make a change to Tap on 'Edit' in the top right corner From there, you will see 'Delete Goal' in… red Tap on that to remove it Once a Goal is deleted, any money that was held within the Goal will

Written by Alice
Updated over a week ago

How to add money to a Goal

To do this, they will need to: Navigate to their 'Goals' dashboard Click on the goal they'd like… Both you and your child can allocate money to a Goal… Question: Can my child remove money from a goal?

Written by Alice
Updated over a week ago

How to make changes to a Goal

Updating the 'price' of the Goal To make a change to a goal: Navigate to your child's 'Goals… dashboard click on the goal they'd like to make a change to Tap on 'Edit' in the top right corner… You can make updates to goals which include: Updating the 'name' Adding or changing an 'image'

Written by Alice
Updated over a week ago

View a history of completed Goals

Tap on this box to find all previously approved Goals From there you can view goal details including… All past goals that have been approved can be found in the 'Archive' box… the ability to open a link to a website if you added this to your goal on setup

Written by Alice
Updated over a week ago

Approve a Goal but deduct / fulfil it later

So to avoid approving the goal and forgetting about it, you have the option to approve the goal but fulfil… To do this, open the goal that needs approving, and click to Approve the goal… If you choose to fulfil & deduct the goal later, the goal will stay on your child's dashboard in a pending

Written by Alice
Updated over a week ago

Can I hide Goals if we're not using it?

To hide the Goal pot: If you're on version 7.2.0 or higher: From the family dashboard, tap on

Written by Alice
Updated over a week ago

Remove money from a Goal back to the Spend pot

To do this, they will need to: Navigate to their 'Goals' click on the goal they'd like to remove… If your child doesn't have enough money in their Spend pot, they can remove money allocated to a goal… at the bottom of the screen From there, a pop up will appear which shows how much money is in the goal

Written by Alice
Updated over a week ago

Deleting or editing a transaction

Unfortunately we don't currently have a way to edit or delete a transaction once it's been made… means if you've made a Boost, a Remove, or an Allowance incorrectly you can't get directly delete or edit

Written by Alice
Updated over a week ago

I'm having problems joining an existing account

Having issues trying to join your family's account as a secondary parent/guardian? Find out how to fix this here!

Written by Alice
Updated over a week ago