How do I create a financial goal?

Setting goals is crucial for achieving financial milestones and securing your future. What truly matters is identifying what motivates you financially. Therefore, we call the goal-setting widget "Your Motivation." This encourages you to reflect on your financial motivations and understand why making sound financial decisions is important to you.

With MoneyWellth, ensure accurate goal tracking by connecting your accounts first. Click here to learn how to link a financial account. Once connected, follow the steps below to set a savings goal and confidently achieve your desired financial objectives.

Through the App:

1. Log in to your MoneyWellth account.
2. On your dashboard, scroll right on the carousel to get to the Your Motivation tile and tap Update.
   
   
   
   
3. Enter your financial goal and tap Save.
   
   
   

Through the Website: 

1. Log in to your MoneyWellth account.
2. On your dashboard, click Update on the Your Motivation tile.
   
   
   
   
3. Enter your financial goal and click Update.