Budgets & Goals
Budgets & Goals 1 min read
Savings Goals
Set targets and track your progress toward them.
In this article
- Creating a goal
- Contributions and debt paydown
01
Creating a goal
Go to Planning and select the Goals tab. Create a goal with a target amount, optional deadline, and an optional linked account. Two types are supported: save toward a target, or pay down a liability to zero.
When you link an account, its balance backs the goal progress automatically. You can also earmark a portion of an account rather than the full balance.
02
Contributions and debt paydown
Track contributions with dated entries. Each deposit or withdrawal is recorded in the goal journal so you can see your progress over time.
The debt paydown calculator compares avalanche (highest interest first) vs snowball (smallest balance first) strategies. It simulates payoff timelines and total interest costs side by side.