Money Management Goals Widget Overview 

Written by:

Baylor Cox

Reviewed by:

• Kayla George

The Money Management Goals Widget helps you create and track financial milestones like paying off debts, saving for retirement, or creating an emergency savings fund. Your goals are displayed on a timeline so you can view your progress towards your goals and their expected dates of completion. 

Setting Up Goals 

You can create three types of goals: 

• Savings – Set aside money for a goal you choose. 

• Debt Payoff – Track and accelerate debt payments. 

• Retirement – Plan for financial security in your retirement. 

Creating a Goal 

1. Select + Add a Goal in the top right. 

2. Select Savings, Debt Payoff, or Retirement. 

3. Fill in the required details. 

4. Select an account to link the goal. 

5. Select Save. 

Savings Goals 

Link each goal to one account. 

Choose one of several predefined goal types or create your own savings goal. You can adjust priority and monthly contribution to reach your goals faster if you choose. 

Debt Payoff Goals 

Money Management pulls in debt account details automatically for your loans with WeStreet. Prioritize debt repayment by Fastest Payoff, Highest Interest, Lowest Balance or Highest Balance depending on your debt payoff goals and financial situation. 

Goals Widget Home Screen 

Completed goals will appear on the Goals Widget home screen, so you can keep track of all of your goals that you have successfully saved up for. On this same screen you can also view your ongoing goals and view a completion percentage. Your goals will be categorized into Savings Goals, Debt Goals, and Retirement Goals. 

Retirement Goals 

1. Enter your desired retirement age and savings goal. 

2. Link multiple retirement accounts. 

3. A blue “i” icon appears if you’re projected to fall short. 

Adjusting Contributions & Priorities 

1. Click Manage Goals (top right). 

2. Select Savings, Debt Payoff, or Retirement. 

3. Click the pencil icon to adjust contributions. 

4. Drag goals to reorder priority (not needed for retirement).