Goals

Set a name, target amount, and optional deadline for your savings goal. Examples include an emergency fund, vacation, or new car. The deadline helps Cadence calculate whether you're on track.

Track debt repayment by creating a goal with a starting balance and target payoff date. As you make payments, update your progress to see how much you have left to pay off.

Update your goal progress as you save or pay down debt. The progress bar shows how close you are to your target, giving you a clear visual of how far you've come.

Goals support two tracking modes. With manual tracking, you update the current amount yourself as you contribute. With linked tracking, you connect the goal to an account or asset and its progress updates automatically from that value, so you never have to enter it by hand.

Goals show status indicators based on your pace relative to your deadline:

• Completed— You've reached your target.
• Ahead(blue) — You're ahead of the pace needed to hit the target.
• On Track(green) — You're on pace to hit the target by the deadline.
• Behind(yellow) — You're falling short of the pace and may need to increase your contributions.
• Overdue(red) — The deadline has passed without hitting the target.
• No Deadline(gray) — The goal is tracked without a target date.