Savings Rules
Savings for many people can be a very difficult proposition when they are just trying to pay their bills. Savings rules help easily build up savings accounts and dare I say… make saving fun?
Goals
Set Your Goals
Sean can create any goal that he wants, nothing is too big or too small. We simply allow him the space to name it, give a description for the goal, and then an amount that shows what the total goal is looking to accomplish (and a photo to make it a little more fun).
Savings goals only go into a savings account. If there is only one, it defaults here, if there are multiple, the user can select which account they’d like.
Rules
Make it Fun
Dreams can’t be accomplished without a goal. Sean wants to build an emergency fund but mentally has a hard time transfering money from checking into savings. Most people do.
To alievate this problem we can create savings rules that make saving almost a game. Sean can build rules around how he spends money to quickly start to reach the goals that he’s already set. Rules make a solid plan on how to make the goals actionable.
See Goals at Work
After creating his goals, Sean can see them all on his savings goal dashboard. The main view allows him to see at a high level how well the goal is doing and how close he is to accomplishing saving the designated amount of money.
