How do I move money between my child's Spend Controls, Savings, or Giving? How do I move money into "Cash to Invest"?

To move money into a Spend Control, Savings, a Savings Goal, or Giving category:

  1. Tap into the category you want to move money into
  2. Tap "Move $ In"
  3. 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” and you’re all set!

To move money out of a Spend Control, Savings, a Savings Goal, or Giving category:

  1. Tap into the category you want to move money out of
  2. Tap "Move $ Out"
  3. Select the amount you want to move out, where you’d like to move the money, then click “Move Money” and you’re all set!

To move money into your child's "Cash to Invest" balance:

1. Navigate to your Child's Dashboard.

2. Tap the "Investing" tile.

3. Tap "Cash to Invest" 

4. Tap "Move $ In"

5. Select the amount you'd like to move in from your Parent Wallet.

Currently, funds can only be moved to the "Cash to Invest" balance straight from the Parent Wallet. The ability to move funds into Invest from other places within Greenlight's app are on the horizon! 

 

 

 

 

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