Savings Goals

Savings Goals keeps every goal — an emergency fund, a holiday, a deposit — next to the account it lives in, so how far each has come is always today’s number.

What you see

• Your goals: saved, still to go, what your dates need a month, what you are putting away, and how many are on track.
• Every goal: how far it has come, what it needs a month and when your pace gets there.
• Getting there: each goal over the last year, and put away each month.
• Need vs putting away for each goal, and all together: saved against what is still to go.

Set up in two minutes

1. Pick your bank: the accounts your savings sit in. You can connect a bank right there in the install.
2. Install. BankSync sets up your Goals, your Accounts (kept current each morning), your Transactions and the dashboard.
3. In the Goals table, give each goal a target, a date and the account it sits in. Two goals in one account? Give each a share of it.
4. Switch on the monthly note if you would like your progress on the 1st.

Good to know

• Saved is the account’s balance (times the goal’s share): money for a goal kept in an account you have not connected is not counted.
• Putting away is what went into the account less what came out, the last 3 full months: a one-off transfer moves it.
• History is rebuilt from the account’s transactions: it reaches as far back as your bank sends them.
• A goal with no target or no account waits under “Set it up” and counts in no total.
• Totals and charts add the currency most of your savings are in; a goal on an account in another currency is listed in its own, not added.
• The monthly note arrives on the 1st at 08:00 your time, and only after you switch it on.