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Savings goals

Name what you’re saving for, set money aside for it and watch your progress.

A savings goal names something you are saving for. These pages show how to set one, follow your progress and save toward it step by step.

In this topic

  • Set a savings goal

    Name something you’re saving for, with an optional target amount and target date.

  • Spend toward a goal

    Link an expense to a goal so it counts against what you planned, and break a goal down into items.

  • Track your progress

    See what you planned for a goal, what you have spent and what is left, open its details and look at archived goals.

  • Close a goal

    Close a goal you are done with, see how the outcome compares with the plan and plan a similar goal.

  • Share a goal

    Share a goal with a friend, and see which wallets are shared with it.

  • Save toward a goal

    Set a goal, move money into a savings wallet and set it aside for the goal, again each time you save.