After opening a new Box, you can set a goal for how much you'd like to save and by what date.

To set a goal, follow these steps:

  1. From inside your Box, select "Set Goal"

  2. Enter the amount you'd like to save*

  3. Enter the Target Date you'd like to reach this goal by

  4. Press Done

Once a goal is set, on your main Boxes screen you will see a status bar that tracks the progress of your goal. Inside each Box, you will see a status ring that tracks progress towards your goal as a percent. You can always edit your goal by changing the amount you'd like to save and your target date.

When you reach your goal, you will be given the option to transfer your funds to your main account or to edit your goal and keep saving!

*Note: Your goal amount can’t be lower than the current box valuation

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