Use the Goals tool to stash money away in budgets

Like digital envelopes, Goals are for setting money aside for expenses.

Or you can save for big things, a little at a time

Set an amount to save and a date to save it by, and let your Goal turn the hard work of saving into easy, everyday wins. Your Goal will automatically pull money from your Safe-to-Spend® daily.

The happy day a Goal comes true

The money’s right there to bring the thing you’ve been saving for to life.

There’s no need for extra apps to budget and track your money

Goals make saving money easy and accessible, right inside your Simple checking account. There’s no need for extra apps to budget and track your money.

With Goals, your savings are hidden from your Safe-to-Spend, without needing a whole separate savings account. Your money’s right there, growing automatically bit by bit, or waiting and ready to spend on a budgeted expense. Goals can help you set long-term savings goals or manage your monthly budget. They’re flexible and customizable, ready to work with however you handle your finances.

How to set up a Goal

Setting up goals in Simple is as easy as:

  1. Hitting the Add New Goal button
  2. Choose a name (like, “taxes” or “sweet treats for being such a responsible and good saver of money”), the amount you'd like to save, and pick a completion date.
  3. That’s it! If you chose to save over time, money will be incrementally moved from your Safe-to-Spend to the Goal, a little each day.

Learn more about how Goals work as an online savings tool: