Finance Goals — what your money is building

What your money is building toward, and how close each goal is.

Step 1: Open Finance and select Goals

Finance opens on My Money. Select the Goals tab.

Step 2: Tag money to a goal

When you add a transaction or set a budget, choose a goal in the Goal field. Anything tagged that way appears here with the life goal it funds.

Step 3: Read the estimate

The months-remaining estimate uses your own average monthly surplus. It is hidden when you have no surplus, because a projection built on zero is not a real date.

Step 4: Goals with no money attached

These are listed separately and are not a problem. Most goals do not cost anything.

Open Finance Goals — what your money is building in the app (sign-in required).