How do I move money between spend controls, savings, or giving?

To move money between spend control, savings, savings goal, or giving category:

  1. Visit your child or older adult’s dashboard.
  2. Tap into the category tile you want to move money into or out of.
  3. Tap ‘Move $ In’ or ‘Move $ Out’. 
  4. Select an amount. 
  5. Confirm the account the money is coming from, and going to. 
  6. Tap ‘Move’, and you’re all set!


Learn how to move money in and out of ‘Cash to Invest’ within your Invest module here 

 

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