Confirm Fund Transaction

When the time comes to use the money in a fund to purchase the thing you have been saving for, you can do so on the Transaction review screen.  Instead of paying for the item out of your Safe-To-Spend, you choose the fund you want to spend out of.  This reduces the amount in the fund and leaves your Safe-To-Spend undisturbed.  Here’s how.

Confirm fund transaction with steps

So, to take the money from a purchase from a fund instead of from your Safe-To-Spend there are two steps.

  1. Select “Fund” from Destination. 
  2. Under “Select a fund.” chose the fund that the money should come from.

That’s it!

Also see: 

Fund overview screen

How to create a fund