The /goals page is a standalone tracker for saving goals, debt payoff targets, and investment milestones. Goals surface as pills in the Finish Line step.
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Head to /goals from the sidebar. "New Goal" opens a form with a name, target amount, current amount, optional deadline, category (savings / debt / investment / custom), and an icon picker. Hit save and the goal shows up as a card with a progress bar.
Each goal card has an "Update" button to bump current amount as you hit milestones. The progress bar and percentage update live, and completed goals get a celebratory badge.
Good to know
Goals are a Pro-tier feature. On Free, the /goals page shows an upgrade nudge with a preview.
Tip
Goals also show up as pills in the Finish Line step (Step 12). If you want your extra money going toward a specific target, allocate directly from there instead of manually moving numbers.
Smart Allocate auto-distributes your remaining income across priorities using a waterfall — emergency fund → debt → investments → lifestyle.
Wizard Mode walks you through every step. Quick Mode shows every section on one page — faster for returning users.
Start your next income deposit from the shape of your last one. "Start from last" copies all your recurring numbers so you only update what changed.