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