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Track goal progress

View progress​

  • Goals list — sorted with attention-worthy goals first.
  • Goal detail — current evaluation, definition summary, history snapshots, and rule editor (custom goals).
  • Home — Goals at a glance widget (top three).

Goal detail​

The detail screen shows:

  • Current evaluation — headline, status, and supporting detail (for example, current balance vs floor).
  • Definition — name, goal type, key amounts (floor or target), and linked accounts.
  • Overview history — past evaluations. Each row shows the headline, the balance (or other amount) used at that check, and the change since the previous check in dollars, with the percentage change in quieter text beside it.
  • Edit — change the name, amounts, linked accounts, or (for custom goals) the rule script without leaving the detail screen.

Celebration at 100%​

When a savings goal reaches 100%, a celebration modal offers Mark complete or Keep monitoring.

Pause, archive, complete​

From goal detail: Pause stops alerts; Archive removes from active lists; Mark complete records the outcome.

Expected result​

  • Headlines update after balance changes and when you click Refresh.
  • History rows include balance and day-over-day change when those amounts are available.
  • You can open Edit from the detail header to change the goal definition.
  • Completed goals show Completed status.