Using funds for purchases

Confirm Fund Transaction

When the time comes to use the money in a fund to purchase the thing you have been saving for, you can do so on the Transaction review screen.  Under “Destination” instead of paying for the item out of your Safe-To-Spend, you select the fund you want to spend out of.  This reduces the amount in the fund and leaves your Safe-To-Spend undisturbed.  Here’s how.

Confirm fund transaction with steps

So, to take the money from a purchase from a fund instead of from your Safe-To-Spend there are two steps.

  1. Select “Fund” from Destination. 
  2. Under “Select a fund.” chose the fund that the money should come from.

That’s it!

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