Savings Goals Widget

The Savings Goals widget enables customers to set and track progress towards personal savings goals, helping them stay accountable to the things they're saving for, whether that's a holiday, a car or a house deposit.

Bud's savings goals work as a ledger, they track how a customer allocates money within a deposit account towards specific goals. The widget doesn't move money between accounts.

How it works

Creating a goal

1. If creating your first goal, click Create goal

   1. Otherwise, click + Create new goal at the bottom of the screen

2. Enter a name for your goal

3. Enter your target amount, click Next

   

4. Optionally, set a target date for when you'd like to reach your goal

5. Select the deposit account you'd like to link this goal to

6. If first savings goal, click Save goal

   1. Otherwise, click Next

      

7. If an account already has other goals assigned, select the accounts balance allocation for each goal associated with the chosen account

   

Editing a goal

1. Expand the goal you'd like to edit

   

2. Click Edit

3. Update the goal's name, target amount and date, linked account or balance allocation as required

4. Click Save Goal

Deleting a goal

1. Expand the goal you'd like to delete

   

2. Click Delete

3. Confirm deletion by clicking Yes, delete

Customisation

The following customisations can be applied, by appending search parameters to the generated URL:

• enable_accounts_filter
  • Enables account filtering by a list of the customers account
  • For example https://widgets.thisisbud.com/savings-goals?token=an-example-token&enable_accounts_filter
• enable_user_preferences_sync
  • Syncs account selection across widgets. The value you set controls whether the widget both sends and receives selections, or only receives them
  • (no value) = Two-way sync. Selecting accounts in this widget updates every other widget that has the parameter. Selections made in those widgets also update this one
    • https://widgets.thisisbud.com/savings-goals?token=an-example-token&enable_user_preferences_sync
  • receive_only = Sub-filters. Selections in other widgets filter the accounts shown here. Changes made within this widget are not sent to other widgets
    • https://widgets.thisisbud.com/savings-goals?token=an-example-token&enable_user_preferences_sync=receive_only
    • Use receive_only when this widget should follow the account selection made elsewhere, for example when your application has a global account filter and you want to sub-filter only on this widget