Once you create a savings plan, you can edit the plan if you want. These are the items you can change on any savings plan:

  1. Plan Name

  2. Plan Target

  3. Amount

  4. Frequency

  5. Next Savings Date

  6. Assigned Debit Card

  7. Automation Status: Active or Paused

Note: The maturity date can only be extended. To do that, please chat with us from your app requesting for the maturity date to be extended.

How to Edit your Plans

If you are using the web, follow these steps:

  1. Click on the menu icon at the top left

  2. Select Save

  3. Click the plan category and click on the specific plan you want to change 

  4. On the plan's page, click on the three dots at the top right corner and select Edit plan

  5. Edit the fields you want to 

  6. Save the changes once you're done

If you are using the mobile app, follow these steps:

  1. Tap on Save

  2. Tap on the category and select the specific plan you want to edit

  3. Select the More options icon (it's the three dots at the top right of your screen)

  4. Select edit plan

  5. Edit the fields you want to

  6. Save the changes once you're done

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