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Goals let you define what you’re working toward and see how you’re tracking.
Goals CFO Silvia 08 11 2026 02 29 PM

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Types of goals

  • Savings targets (e.g. “$50k emergency fund”)
  • Debt payoff (e.g. “pay off credit card by December”)
  • Retirement (e.g. “$2M by age 65”)
  • Big purchases (e.g. “home down payment”)
  • Custom

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Creating a goal

1

Click New goal

From the Goals page, click New goal.
2

Configure

Set the target amount, target date, and which accounts to track against the goal.
3

Save

Silvia calculates progress automatically from your connected accounts.

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Tracking progress

Each goal card shows:
  • Percent complete
  • Amount contributed vs. remaining
  • Projected completion date based on current pace
  • Suggested monthly contribution to hit the target

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Goals in Ask Silvia

Ask questions like:
  • “How much more do I need to save each month for my house goal?”
  • “If I put my tax refund into my emergency fund, when will it be complete?”