Savings goals and planners

Create Plus savings goals by kind, use kind-specific planners, record contributions, and track progress.

Updated 2026-10-13 · TH

Savings goals list and progress

Goals turn a target into tracked progress — retirement, emergency fund, house, and more.

Before you start

Open Goals from the main navigation.
Creating goals requires Plus and above. Free accounts see an upgrade empty state.

Choose New goal (or the create action on the Goals page).
Pick a goal kind: normal savings, retirement, emergency, tax, house, education, vacation, or other.
Set the target amount, optional deadline, and currency; link a wallet if you want contributions tied to one account.
Use the kind-specific planner when shown (for example retirement projection, emergency months of expenses, or house down payment pace).
Open the goal and record deposit or withdraw contributions as you save or adjust.
Watch progress toward 100% and any projection or months-to-fill helpers on the detail page.

Match the kind to the planner you need — emergency and retirement use different inputs than a simple target.
Contributions can move money in or out; keep the linked wallet in sync if you use one.