Finance

Savings

Savings tracks the emergency fund and the money set aside for bills that only come once or twice a year, plus any goals of your own. Tagged works out the targets from your bills and paychecks, so you only type in the balances.

When to use it

• Building an emergency fund and wanting to know when you’ll get there.
• Making sure yearly bills, like insurance or registration, don’t catch you short.
• Saving toward something, like a trip or a new appliance.

Open Savings

1. Open Finance (the Finance tab on a phone, the app bar on a computer).
2. Pick Savings from the row of screens.

The emergency fund

The top card shows the balance, how many months of bills it covers, a bar toward the goal, and how much is left to go.

Pick the goal

1. Under Goal, pick 3 months or 6 months of bills. Each shows its amount.
2. The goal is worked out from your bills. Add a bill or turn one off, and the goal moves with it.

Update the balance

1. Tap Update balance.
2. Type what’s in the account now, from your bank’s app.
3. Save. The old balance is kept in Balance history.

See when you’ll get there

• Planned each month is the savings part of each paycheck, minus what goes to yearly bills. It comes from Paychecks.
• 3 months covered and 6 months covered show the month you’ll reach each one at that pace.

Yearly bills set-aside

1. Scroll to Yearly bills set-aside.
2. It adds up every bill paid once or twice a year and shows the amount to set aside a month.
3. Tap Update to type in what you’ve set aside so far.
4. It shows what’s due in the next 5 months, and reads Ready when you’ve set aside enough, or Building up when you haven’t yet.

Other goals

1. Under Other goals, tap + New goal.
2. Give it a name, the Goal amount and what’s Saved so far.
3. Tap Add goal. Open it later to update what’s saved.

Questions

Still stuck? Send feedback from the ? menu at the bottom of the app bar on a computer. Back to the help center