- Go to the Goals page
- Add the type of Goals you want
- Give them specific names so it is clear what each one is for
- Link all of the goals to the applicable Account
- When you select the Account, if it is a savings account Monarch will ask how much of the current Account balance is for that goal. Enter the amount you desire.
- Do this for all of your goals. If you create a goal that you have not started saving for yet, you will enter $0 as the amount to apply from the Account's current balance.
- When a transaction occurs that applies to one of your goals, make sure to select the goal when you edit the transaction.
- You can then go back to your Goals page at any time and see the current amount you have saved for each of those goals - They will adjust automatically when they are assigned to your transactions! :)
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