Creating a Smart Goal helps you separate money for something specific and track progress toward the target amount. Use goals for purchases, trips, emergency funds, savings targets, or anything where you want a clear finish line.
TL;DR
- Open Goals.
- Tap the floating + button.
- Enter the goal name and target amount.
- Add a deadline and image if useful.
- Save the goal.
- Transfer money into the connected goal account to make progress.
Video Tutorial
Note: This video may not fully reflect the latest version of MoneyCoach.Step-by-step guide
- Open Goals from the tab bar, sidebar, or the Smart Goals card on Overview.
- Tap the floating "+" button.
- In New Goal, enter the goal name.
- Enter the target amount.
- Tap No Date if you want to add a deadline, then choose the goal date. You can leave it without a deadline if you prefer.
- Add or change the goal image if you want a visual reminder.
- Tap Save.
Additional information
When you create a goal, MoneyCoach also creates a connected goal account in the background. To make progress, transfer money from one of your accounts into the goal. If you set a deadline, MoneyCoach can show how much you need to save over time to reach the target.
Smart Goals are a Premium feature.
If you need help with transfers, see How To Add a New Transfer. If you want to combine goals with spending limits, see How To Buy A PS5 Using Budgets & Smart Goals.
