Goalpense - Goals

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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:

home-goals.png

This will be the same on mobile as well. You will need to click on the create goal button:

create-goal-button.png

You can fill the Name, Year Goal, Tax Savings Percentage & Savings Percentage field in then click the Save button.

create-goal-form.png

You have now created a goal. You can now see the goal in the Goals home.

goals-box.png

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:

home-goals.png

Click on a goal to view it.

goals-box.png

You will now see an Edit Goal button under Actions Box. Click it.

edit-goal-button.png

Now you should see Name, Year Goal, Tax Savings Percentage & Savings Percentage fields to edit. Once you're done editing click the Save button.

edit-goal-form.png

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:

home-goals.png

Click on a goal to view it.

goals-box.png

You will now see an Edit Goal button under Actions Box. Click it.

edit-goal-button.png

Now you should see Name, Year Goal, Tax Savings Percentage & Savings Percentage fields to edit. Once you're done editing click the Save button.

edit-goal-form.png

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:

home-goals.png

Click on a goal to view it.

goals-box.png

You will now see a Delete Goal button under Actions Box. Click it.

delete-goal-button.png

Now a confirmation alert will show. Click the blue-button to confirm.

delete-goal-confirm-alert.png

The goal has now been deleted!