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How do I move money between my child’s “spending rules”, “savings”, or “give”?

To move money into a spending rule, general savings account, savings goal, or giving category:

  1. Tap into the greenlight you want to move money into
  2. Click on the vertical tri-dot icon (or “options”) located in the upper right hand corner
  3. Choose “Move Money In”
  4. Select a location where you want to move money from, how much money you want to move in from that location, then click “Move Money In” and you’re all set!

To move money out of a spending rule, general savings account, savings goal, or giving category:

  1. Tap into the greenlight you want to move money out of
  2. Click on the vertical tri-dot icon (or “options”) located in the upper right hand corner
  3. Choose “Move Money Out”
  4. Select the amount you want to move out, where you’d like to move the money, then click “Move Money Out” and you’re all set!

 

 

 

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