You can follow these steps to Hide or Delete a goal:


Website: 

On the dashboard (home page), click on the 3 dots beside the goal (you wish to hide/delete). You will see either an option called "Hide goal" or an option called "Delete goal".


App: 


Home page → Mutual Funds (either from the center of the screen or from the bottom tab) > Click on the goal (you wish to hide/delete) > Click on "More". You will see either an option called "Hide goal" or an option called "Delete goal".


If you have not made any transactions in this goal in the past, then you will get the option to Delete the goal. However, if there is any transaction history (even if you have now withdrawn the entire amount), then you will only get the option to Hide the goal. 


This is because we cannot delete the transactions in the goal (deleting the goal will lead to deleting the transactions). All transactions are necessary for your Dashboard values and reports to be accurate. It's also an audit requirement to keep a record of all transactions.



To unhide any goals that you may have previously hidden, you can follow these steps:



Website: 

On the dashboard (home page), click on "visible goals" (right under the My Goals tab). Click on "Hidden Goals". Click on the 3 dots beside the hidden goal > Unhide Goal. 


App: 


Home page → Mutual Funds (either from the center of the screen or from the bottom tab) > click on "visible goals" (besides "My Goals") >  Click on "Hidden Goals". Click on the goal that you wish to unhide > Click on "More" > Click "Unhide Goal"


Refer screenshots below:





If you wish to add any new goals, you can refer to this FAQ.