Creating and Tracking Savings Goals
Set a savings target, link it to an account or just track progress manually, and see a projected completion date.
Create a goal
Go to Goals → tap + Add goal.
Give it a name (e.g. "Emergency fund" or "Holiday 2026"), enter the target amount, and set an optional target date.
Enter how much you've already saved toward this goal as the current amount. Tap Save.
Tip: You don't need to link goals to a specific account. The goal tracks progress against a number you update manually — this keeps it flexible regardless of where the money sits.
Track progress
The goal card shows a progress bar, the current saved amount, the target, and a projected completion date based on your average monthly contribution.
To log a contribution, tap the goal card and use the + Add contribution button. Enter the amount and date.
Update the current amount
You can also edit the goal directly and update the current amount at any time — useful if you've been saving toward this goal in a separate account and want to sync the number.
Tip: For an emergency fund goal, a good rule of thumb is 3–6 months of essential expenses. Use your budget totals from Reports to calculate the right target amount.