There are two options for how to include your savings contributions in Spending plan.
If you pay a regular fixed amount into your savings each month, we recommend you set this up as a scheduled payment. This repeating payment will be taken off your spending plan every month on your set payment date
Alternatively, if you save more sporadically throughout the month; for example via one off payments or regular round-ups. We recommend you set up a budget for savings. Set up a budget for the savings category and set the amount to be your savings goal for the month. We’ll assume you hit this savings target each month, and we’ll spread the projected savings equally across your spending plan graph.
For more information about how to set up your budgets, please refer here.
Relevant to users on:
Money Dashboard Neon
Not sure which App you are on?
If you are unsure if you are on Money Dashboard Classic or Money Dashboard Neon? You can find that information here