Goals

Goals track progress toward a target — an emergency fund, a down payment, a vacation — and forecast when you’ll get there.

Setting a goal

1. 1Open Goals and add one, or describe it to the assistant.
2. 2Set the target amount and, optionally, a target date.
3. 3Choose how progress is tracked: a manual amount you update, link an account so it follows that balance, or link an envelope to track just a slice of one — so several goals can share a savings account.
4. 4Add a monthly contribution — Wuxby estimates your finish date and tells you whether you’re on track.

Staying on track

• Wuxby suggests the monthly contribution needed to hit your target date — one click to apply it.
• If a goal would cost more than your free monthly cash flow, it’s flagged as at risk.
• Behind, on-track, and completed states are clear at a glance.