Goals Widget

The Goals Widget helps end users plan and visualize their financial goals.

Each created goal is tied to only one of the accounts the user has added — except retirement goals, which can be tied to multiple accounts. If a user has multiple savings accounts, they can create multiple savings goals. Goals automatically update as users put money into a savings account or pay off a debt.

Debt-type accounts (credit card, loan, line of credit, mortgage) will auto generate a debt goal. This is the only goal type that's auto-generated. Savings and retirement goals must be manually created.

Goals appear as tiles in order of projected payoff date with the earliest to be paid off at the top. Each tile shows:

• The account that's linked to the goal.
• % paid off.
• Progress bar of completion.
• Projected payoff date.
• Amount paid vs amount owed.

Key Features

• Add a new goal (savings, debt payoff, retirement)
• See goals, progress, and projected completion date
• Hide a debt payoff goal
• Delete a savings or retirement goal
• Edit the details of a goal
• Filter the accounts shown

Debt Payoff Goal

If a user has already connected a debt account, Goals will automatically pull in the information it needs to create a debt goal, including balance, APR, and minimum payments. Goals will use the minimum payment information to automatically calculate the date the debt will be repaid, however, users can add more to your monthly contribution to pay the debt off sooner.

Goal Types

There are 3 types of goals you can create: Savings, Debt Payoff, and Retirement. Goals will be grouped in the left panel by goal type. You will see the title for the type of goal you are looking at on the left.

Each goal type has a color assigned to make it quick and easy to see what type of goal you are looking at. You will see the goal color in the progress bar as well as on the right side panel:

• Savings – Green
• Debt Payoff – Blue
• Retirement – Purple