Savings goals

Targets with progress, pace, and contributions tied to real money.

Guide chapter

Try it step by step

These steps describe the web app. iPhone controls may differ.

Open Savings and create a goal with a name, target, and optional date.
Choose whether the goal is shared or personal and review any linked account.
Record a contribution or link eligible activity, then check progress.
Update the target or contribution plan when your circumstances change.

Worked example

A vacation goal with $2,500 saved toward $4,000 is 62.5% complete, with $1,500 remaining. Recording another $100 contribution updates the goal to $2,600; it does not transfer $100 at your bank.

Check before you continue

Avoid counting the same contribution twice. Goal funding records track your plan; moving money happens separately through your bank.

Emergency fund and vacation savings goals showing amounts saved, targets, and contribution actions. — Goal progress turns a large target into a visible amount still to save.

Creating goals

Name a target amount, optionally a date and a linked account, and pick a color and icon. Goals can be shared with the household or personal.

Contributions

Fund goals with manual contributions or link them to real transactions. Progress, percent complete, and days remaining update as you go.

The payday rhythm

The app knows when your paycheck lands and suggests funding goals on that rhythm — savings behavior that follows your actual income.