Follow the steps below to set up, edit, or even stop funds from auto-contributing toward your Savings Goal.
How to Set Up Recurring Savings for Your Savings Goal Balance
- Navigate to the Wallet tab of the app.
- Tap Save Funds.
- Tap Recurring Savings.
- Type in the amount you want to save.
- Choose a schedule: Every day, Once a week, Once every 2 weeks, or Once a month.
- Choose a start date.
- Review your submission and swipe up to submit.
How to Edit or Turn Off Your Savings Goal Auto-Contribution
- Tap Recurring Savings on the Savings page.
- Tap Current Recurring Savings to edit the amount, schedule, or start date.
- To turn off Recurring Savings, tap Remove Recurring Savings at the bottom of the page.
Important to Note:
- The Savings Goal feature is not a separate account and doesn't have its own account number, thus it's not possible to transfer money directly to Savings Goal from your paycheck or from another account.
- Your Savings Goal balance will be listed on your Account Statement so you can track what you've saved month to month.
Branch is not a bank. Banking services are provided by Lead Bank, Member FDIC and Evolve Bank & Trust, Member FDIC, which are Branch’s bank partners. The name of the bank partner for your account is listed on the back of your debit card and can also be found in the Branch App under “Your Account Information”. FDIC insurance only applies to eligible accounts should the bank holding your funds fail. Branch Mastercard Debit Cards are issued by Evolve Bank & Trust or Lead Bank, Member FDIC, as applicable, pursuant to a license from Mastercard and may be used everywhere Mastercard debit cards are accepted.