Track a savings goal

Before you start

Goals is available to eligible Pro and Family households, subject to household access. Have a target amount, currency and optional target date ready.

Create and update a goal

1. Open Goals and select New goal.
2. Enter the name, target amount, currency and target date. Review optional monthly contribution and automation settings.
3. Select Create goal, then inspect its progress.
4. When you have set money aside, use Add funds, enter the amount and date, and save the contribution. Check the updated progress.

Automatic tracking

Monthly auto-contribute uses the chosen day each month; it is not automatically tied to payday. Round-up tracking can assign the difference from eligible recorded bill payments. Neither option transfers money from your bank, so reconcile tracked contributions with what you actually saved.