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Rules & Goals

Learn about Rules and Goals, and how they can help you boost your saving and investing Goals.

How Rules Work

  • Manage Rules
  • IFTTT Rules
  • Apple Health Rule
  • 52 Week Rule
  • Freelance Rule
  • Spend Less Rule

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Your Goals

  • Savings Goals vs. Investment Goals vs. Retirement Goal
  • Investment Goals
  • Savings Goals
  • Retirement Goal

Manage Goals

  • Create Goals
  • Edit Goals
  • Completed Goal
  • What Happens to the Money if I Close the Goal?
  • Delete / Remove / Close Goal
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