Goals

Adding a goal

1. Goals tab → +.
2. Choose Net Worth, Savings, or Debt, or start from an example like Emergency Fund or Car Loan.
3. Enter a Goal Name and Target Amount.
4. Choose Linked or Manual, and pick accounts for a linked goal.
5. Optionally set a Target Date, then Save.

Linked vs. Manual

• Linked: progress updates from your account balances. Savings goals link to assets; Debt goals to liabilities.
• Manual: you update the balance yourself.

Partial accounts

For Savings goals, tap a linked account to count only a percentage of it. Useful when one account funds several goals.

Target dates

With a Target Date, the goal shows a Projected Date and roughly how much more per month you’d need.

More

• Add the Goals Dashboard card or a Goals widget.
• Group by owner or status.
• Archive finished goals.