1
Start a goal
Tap New on Goals, Set a Goal on an account, or Make a Plan on Home and a want such as Build an Emergency Fund. On the web, New plan on Plans, or ⇧N, then P, anywhere.
2
Answer the form
Which accounts count toward it? (each in one goal at a time), How much do you need? and By which month, if any?. Unsure? I Don’t Know Yet works it out from what you can put in a month.
3
Add Your Plan, if you like
What you’ll put in a month, and the growth you expect. Nothing is filled in for you.
4
Tap Set