Goalpense - Goals

Create Goal

Going to show you how to create a goal in Goalpense.

Tutorial

The first step to create a goal is to go to the Goals on the Dashboard:

This will be the same on mobile as well. You will need to click on the create goal button:

You can fill the Name, Year Goal, Tax Savings Percentage & Savings Percentage field in then click the Save button.

You have now created a goal. You can now see the goal in the Goals home.

You can now click on your goal to view it.

Update Goal

Going to show you how to update a goal in Goalpense.

The first step to create a goal is to go to the Goals on the Dashboard:

Click on a goal to view it.

You will now see an Edit Goal button under Actions Box. Click it.

Now you should see Name, Year Goal, Tax Savings Percentage & Savings Percentage fields to edit. Once you’re done editing click the Save button.

Congrats you have now edited the goal!

Going to show you how to update a goal in Goalpense.

Video

Tutorial

The first step to create a goal is to go to the Goals on the Dashboard:

Click on a goal to view it.

You will now see an Edit Goal button under Actions Box. Click it.

Now you should see Name, Year Goal, Tax Savings Percentage & Savings Percentage fields to edit. Once you’re done editing click the Save button.

Congrats you have now edited the goal!

Delete Goal

About

Going to show you how to delete a goal in Goalpense.

Tutorial

The first step to create a goal is to go to the Goals on the Dashboard:

Click on a goal to view it.

You will now see a Delete Goal button under Actions Box. Click it.

Now a confirmation alert will show. Click the blue-button to confirm.

The goal has now been delete