Help > Setting foundation goals

Setting foundation goals

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Lifestyle debt Goal

To start your ‘Lifestyle debt’ goal, click on the’ Lifestyle debt’ icon on the dashboard or the ‘Start goal’ button beneath it.

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Credit card debt

If you clear your entire credit card balance every month then tick ‘Yes’ against Credit card debt. There are no further details required if this is the case.

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Setting foundation goals

There are 4 different categories of foundation goals, lifestyle debt, emergency fund, protection and super.

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Setting foundation goals

There are 4 different categories of foundation goals, lifestyle debt, emergency fund, protection and super.

Lifestyle debt Goal

To start your ‘Lifestyle debt’ goal, click on the’ Lifestyle debt’ icon on the dashboard or the ‘Start goal’ button beneath it.

Setting up your lifestyle debt goal

You can make your ‘Lifestyle debt’ goal either an individual or a joint goal.

Credit card debt

If you clear your entire credit card balance every month then tick ‘Yes’ against Credit card debt. There are no further details required if this is the case.

Car loans

Click ‘Yes’ if you have a car loan. Enter the relevant details as directed. You can add as many car loans as you need to.