Goals – Getting you there faster

No matter what financial goals are on your roadmap, we can help you get there faster. Set up custom Goals in minutes, and then view your progress as you go.

Play  Goals Tutorial video
Helping you prioritize
Sometimes the toughest part of goal setting is knowing what to focus on. Saving for a home purchase? Planning for retirement? Paying down debt? Can you do all three at the same time? If you provide a bit of info about your financial situation, we can recommend some Goals that would make sense for you.

Here’s a play-by-play on starting a Goal

Screenshot of setting up a new Goal

Getting started is simple

To get started, when you’re logged in, go to ‘Goals’ near the top of the screen and then hit the ’Start a New Goal’ button.

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Legal Stuff
*Money Management tool illustrations are for demonstration purposes only and should not be relied upon as financial or other advice.