How do I set up Round Ups?

Kids and older adults who have the Greenlight app will automatically be prompted to set up Round Ups when they make a transaction, and will have the option to select always, never, or yes. Primary Accountholders, Authorized Approvers, older adults and kids can all manage Round Ups from the Savings tile on their dashboard.
To set up Round Ups:

  1. Navigate to their dashboard.
  2. Tap on the Savings tile.
  3. Scroll down to the Savings Boosts section of the page and click on "Round Ups."
  4. From the Round Up Settings page, you can choose what frequency you want Round Ups to occur once you turn the toggle green for ‘Round up my purchases’
    • Round up purchases to: You can select which Savings category you’d like the funds added to
    • When you make a purchase
      • Ask before rounding up - This will prompt a notification every time you spend asking if you want to round up for the transaction you just made.
      • Always round up - Every transaction will automatically round up to your general savings

    • Once you have chosen which option works best for you, you are good to go!
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