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Savings Goals

Track savings goals with visual progress, account linking, and historical charts.

Goals plugin showing savings progress Goals plugin showing savings progress

How it works

Create goals for things you're saving for - emergency fund, house down payment, vacation, etc. Link accounts and specify what percentage or fixed amount counts toward each goal. Progress is calculated automatically from your account balances.

Goal detail view with progress chart Goal detail view with progress chart

What you'll see

  • Visual progress - Progress bars with milestone markers at 25%, 50%, 75%
  • Goal images - Add a photo of what you're saving for
  • Historical charts - See how your savings have grown over time
  • Pace projections - Estimated completion date based on your savings rate
  • Celebration - Confetti when you mark a goal complete

Getting started

Create your first goal, set a target amount, and optionally link accounts to track progress automatically.