When you first create an account in One Goal, we'll walk you through adding your income, savings goals, bills, and spending categories. We recommend taking your time and getting the amounts right, and setting your due dates. You can also change this plan at anytime.
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After you've created your spending plan you'll be able to see an overview of your plan! One Goal allows you to break this down by week, month, year, and percent. We also show you a projections graph on the right to show what your account balance should look like over time!
If you are unsure what your income will be we have a few recommendations:
You have now set up your first spending plan within One Goal, you're on your way to being in control of your financial life. Now, how do I make sure I can actually accomplish this plan?
