Goals

Goals help you track financial objectives.

How to open

On the home screen, tap the goals shortcut in the bottom bar or open the goals area from the Rollup circuit.

What you can do

• Create a goal.
• Set name, description, target amount, and optional deadline.
• Track saved amount, target amount, and completed percentage.
• Open the goal extract.
• Close or adjust a goal.

Common mistakes

• Creating too many goals at the beginning.
• Treating a goal as a recurring expense.
• Not reviewing the target amount when your financial situation changes.