How do I convert a budget to an Event Budget?

If you’ve successfully reached your savings goal and are ready to spend the funds on an exciting event, like a wedding or holiday trip, you can easily convert your savings goal into an event budget. This seamless transition ensures that the money you saved is tracked and spent effectively during the event.

Steps to convert a savings goal to event budget

Once you mark the goal as achieved, it will move to the 'Achieved' tab where you can convert it into an event budget.

• Go to the ‘Achieved’ tab within the savings goals section, tap “three dots” and select “Convert Goal to Event Budget”;

    OR

• Open the goal you wish to convert. Tap the ‘Convert to Event Budget’ button on the goal’s details screen. More about creating Event budget here.