Goals Overview

  • 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. Goals will automatically update as you put money into a savings account or pay off a debt.

Your goals will appear on the left side panel as tile summaries, in order of projected payoff date with the earliest to be paid off at the top.  Each summary tile will show you: 

  • account that is linked to the goal 
  • % paid off
  • progress bar of completion
  • projected payoff date 
  • amount paid vs amount owed. 

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To see a full list of your goals, use your scroll on your mouse or trackpad to scroll in the left side panel.

Goal Types

There are 3 types of goals you can create: Savings, Debt Payoff, and Retirement. Goals will be grouped in the left panel by goal type. You will see the title for the type of goal you are looking at on the left. 

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Each goal type has a color assigned to make it quick and easy to see what type of goal you are looking at. You will see the goal color in the progress bar as well as on the right side panel.

  • Savings - Green
  • Debt Payoff - Blue
  • Retirement - Purple

To learn how to navigate the right side panel and manage your goals, visit this article. 

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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