Money Management Goals 

Written by:

Baylor Cox

Reviewed by:

• Kayla George

Plan for financial milestones like saving for emergencies, paying off debt, or preparing for retirement. Goals are displayed on a timeline, showing progress and expected completion dates. 

Setting Up Goals 

You can create three types of goals: 

• Savings – Set aside money for specific needs. 

• Debt Payoff – Track and accelerate debt payments. 

• Retirement – Plan for long-term financial security. 

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 from predefined goal types (e.g., emergency fund, vacation, home). Adjust priority and monthly contribution to reach goals faster. 

Debt Payoff Goals 

The software pulls in debt account details automatically. Pay off debts faster by increasing your monthly contribution. Prioritize debt repayment by Fastest Payoff, Highest Interest, Lowest Balance or Highest Balance. 

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).