features

Setting & Tracking Goals

Set savings goals, debt payoff targets, and purchase plans. Track progress with visual indicators.

by greg 3 min read

Goal types

  • Savings — Save towards a target amount
  • Debt Payoff — Track progress paying down a debt
  • Investment — Grow an investment to a target value
  • Purchase — Save up for a specific purchase

Creating a goal

1

Go to Goals in the Piggy Bank section

2

Click Add Goal

3

Name your goal, set the target amount, and pick a type

4

Optionally set a deadline and priority level

5

Assign it to a family member or keep it as a family-wide goal

Tracking progress

Update the current amount as you make progress. The goal card shows a visual progress bar and percentage. When you hit 100%, you'll see a celebration animation!

💡 Tip

Set priority to Critical or High to pin goals to the top of your list and see them on the dashboard.