Last Updated:
Aug 10, 2024

🔒

Vaults

Last Updated:
Aug 10, 2024

🔒

Vaults

Savings Vaults are categories that help you allocate money within your savings account. Unlike a budget, where you track spending each month, think of vaults as mini-bank accounts within your savings account.

You can create two types of vaults:

  • Goal Vault: Set an amount you want to reach and the target date.

  • Builder Vault: Set an amount you want to allocate each month.


Setting Up Your Vaults

  1. Navigate to the Setup section of the settings page.

  2. Under the vaults toggle, fill in all properties from left to right for both your Goal and Builder vaults.


Allocations

  1. Navigate to the Vaults page.

  2. Under the allocations section, add an entry and fill in all properties from left to right.