All Support Topics

Goals

Set savings and debt payoff goals and track your progress.

Creating a Savings Goal

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.

Creating a Debt Payoff Goal

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.

Tracking Progress

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.

Goal Status

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

  • On Track (green) — You're saving or paying at a pace that will meet your deadline.
  • At Risk (yellow) — You may need to increase your contributions to reach the target on time.
  • Completed — You've reached your goal.

Viewing Your Goals

Tip: You can view all your goals on the Insights page under the Goals tab for a complete overview of your progress.