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How to set goals for your first year with your money app

By SendPay Business · · 2 min read

Your numbers, worked out
  1. Type in your own numbers
  2. The tool works it out
  3. See the answer clearly

Without goals, a new money app can drift. A few clear goals for the first year help you decide what to work on each week and show you when something needs to change.

Keep it to three goals

Pick three goals at most, such as active customers, payments made and customer satisfaction. More than that and none get enough attention.

Man smiling while using a laptop

Make them measurable

Write each goal as a number and a date, based on what you learned in your first months, not on hope.

Try it

Name your platform and watch it come to life

Type a name, tap a colour and pick what it does. The phone changes as you go.

Colour

What it does

Build mine

Design and preview your whole platform free, then launch when you are ready.

Break them into months

Turn each yearly goal into smaller steps:

  • A monthly number to aim for.
  • One or two actions that should move it.
  • A date to look back and adjust.
Four coworkers smiling around a laptop

Check in every month

Once a month, compare where you are with where you hoped to be. Keep what works and drop what does not.

Celebrate progress

Share milestones with your customers and supporters. It keeps you motivated and reminds people your app is growing.

Woman in a grey jumper using a laptop

How it works

Your own money app
  1. Name it and pick your colours
  2. Choose what it does
  3. Launch when you are ready

Why sign up

Create your free SendPay account

It's all about creating your own financial platform with ease. Start with a free account today.

  • A free business accountOpen it in about a minute with your business name, email, password and mobile. No card and no documents to start.
  • Get paid from day oneTake card payments, and share your own payment link and invoices so customers pay in a click.
  • A free business websiteFree to build, free to publish and free to keep, with unlimited visits.
  • Your own financial platformDesign and preview your whole platform free, then launch when you are ready.

SendPay Business is a technology company, not a bank. Accounts, cards and payments are powered by licensed partners.

Questions people ask

Which numbers should I track?

The measuring guide lists the few numbers that matter most for a new money app.

What to measure in your money app →
What should I focus on right after launch?

The first 90 days guide covers the early weeks step by step.

First 90 days after launch →
Can I call it a bank?

In most countries "bank" is a protected word you can only use with a banking licence. Call it an account, a wallet, an app or a platform. The accounts and payments behind a SendPay Business platform are powered by licensed partners.

Is there a step-by-step plan I can follow?

Yes. The free launch checklist takes you from picking your people and naming your app to setting fees, going live and winning your first ten customers.

Digital bank app launch checklist →
How do I start?

Pick a template, name it and preview every page before you launch. Your platform can be live on your own domain within 24 hours of confirmation.

Build my platform →

Read next

Spotted a mistake or something out of date? and we'll fix it. How our guides are made

This guide is general information, not legal or financial advice. SendPay Business is a technology company, not a bank, and does not take deposits; regulated services on the platforms are provided by licensed partners. Other companies named in this guide are reference points only and are not affiliated with SendPay Business.