Goals Overview - If your goals tool has colorful circles

  • Updated

Whether it’s saving for retirement, paying off a car loan, or just putting some money away for emergencies, we all have financial goals that require long-term planning. The Goals tab helps you make those plans and allows you to visualize them on a simple timeline.

Each goal you create will be tied to only one of the accounts you’ve added — except retirement goals, which can be tied to multiple accounts. If you have multiple savings accounts, you may create multiple savings goals.

Your goals appear on the timeline as colorful circles. As you scroll to a savings or retirement goal, you’ll see the amount you’ve put aside for that goal as well as the total amount you hope to achieve. Goals will automatically update as you put money into a savings account or pay off a debt.

The first time you view the Goals tab, you’ll see a welcome screen.

  • Click “Get Started.”

This will bring up the tab’s main screen. Here, you’ll see the timeline with the future up at the top of the screen.

On the left you’ll see a slider, used to navigate back and forth on the timeline.

You’ll see “mceclip2.pngon the top left and buttons to add and manage goals on the right.

To learn more about the Goals tool, watch the quick clip here.


Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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