Goals
Goals that know whether you're on pace
An emergency fund, a trip, a down payment or a net worth target: set the amount and a date, and the app tells you whether you're on track and how much a month gets you there.
Emergency fund
68%$6,800
$6,800 of $10,000
$3,200 to go
Sample data, drawn by the app's own components.
Set it up in seconds
Give a goal a name, a target amount, an optional date, a priority and one of sixteen categories, from emergency fund and retirement to travel, housing and education.
Progress that updates itself
Link a goal to an account and its progress is that account's balance, updated as the account syncs. Or add money by hand as you set it aside. Net worth goals follow your net worth automatically.
On track, behind or overdue
Each goal with a date shows whether you're on pace, compared with steady progress from the day you created it, and the monthly amount needed to finish on time.
Alongside your sinking funds
Sinking funds from your budget appear on the goals page too, so everything you're saving toward is in one place.
Shared with your household
Goals belong to the household, so a shared down payment is one goal both of you can see. Viewers can follow along without changing anything.
What it doesn't do
- Debt goals are a category label; they aren't linked to a debt or the payoff plan. Use debt payoff for that.
- The on-track check assumes steady progress; it isn't a forecast.
- A goal can link to one account.