How to set goals for your first year with your money app
By SendPay Business · · 2 min read
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.
Make them measurable
Write each goal as a number and a date, based on what you learned in your first months, not on hope.
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.
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.
Build it
Create your own financial platform.
Pick a template, name it, brand it, preview every page before you pay. Your brand, your users, your fees.
Build my platform →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 pay. Your platform can be live on your own domain within 24 hours of confirmation.
Build my platform →Read next
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. PayPal, Patreon and Substack are named as reference points only and are not affiliated with SendPay Business.