How do I exclude accounts or cash amounts from Safe Spending?

When calculating the cash that is safe to spend in your bank accounts, you may wish to exclude accounts or amounts in your accounts that have been designated for some specific purpose, like your emergency fund or specific savings account.

You can easily configure this in your Safe Spending dashboard.

Mobile

Click into Safe Spending from the Overview dashboard.

Click Bank Accounts or Credit Card Debt to access your accounts.

safespending_breakdown

To exclude an account, simply turn on the button beside Exclude Account for any accounts you wish to exclude.

To exclude an amount, simply turn on the button beside Exclude Amount for any accounts you that hold funds you wish to exclude. Type in the amount you would like excluded from your Safe Spending.

safespending_bankaccountssafespending_creditcards

Desktop

From Safe Spending click on View Details.

Click View Details from beside Bank Accounts or Credit Card Debt to access your accounts.

safespending_breakdown

To exclude an account, simply turn on the button beside Exclude Account for any accounts you wish to exclude.

To exclude an amount, simply turn on the button beside Exclude Amount for any accounts you that hold funds you wish to exclude. Type in the amount you would like excluded from your Safe Spending.

safespending_bankaccountssafespending_creditcard