1 – In 4.0 we are introducing Savings accounts. To use this feature, you have to be an active monthly or yearly premium subscriber
2 – Start creating a new account as you normally do. Saving accounts can be used for any reason, here we are creating a “College Fund” account
3 – Turn On the “Use as Savings account” switch. Savings accounts will not be directly calculated on your Summary Cards
4 – Savings accounts are shown automatically on your Net Worth. You can change that whenever you like, show or not savings or any accounts from the Net Worth
5 – Savings accounts are not calculated/shown on Summary Cards. But again, you can change that!
6 – Go to the Summary Cards settings and tap “Show/hide accounts”. To fully use this feature, you have to be an active monthly or yearly premium subscriber
7 – As you see, Savings accounts are automatically hidden. But you can choose to show the Savings account you just created, it is up to you!
8 – Remember, you can always hide it back. What you do, it is up to you!
9 – Here’s how to make the most out of a Savings account. The example shows how to set up a “Monthly deposit” repeating transfer transaction
10 – Select a Sender account and the Receiver should be your Savings account. How do you get here? Just tap “Transfer” button, you dummy 🙂
11 – Turn on Repeat switch and select the interval and End Date. Or tap “Never” so it just repeats itself over and over again indefinitely… or until the year 2218
12 – This transfer will move and save you money every month. Multiple income sources? Set up as many repeating transfers as you want!