May 28, 2021

Create A Debt Payoff Goal in Money Management


If you’ve already connected a debt account to the money management software, then Goals will automatically pull in the information it needs to create a debt goal – including balance, APR, and minimum payments. Goals will use your minimum payment information to automatically calculate the date the debt will be repaid, but you can add more to your monthly contribution to pay things off sooner.

To create a debt payoff goal:

  1. Click the “+” button at the top right.
  2. Click the “Debt Payoff” goal type. This will bring up a window that lists all of your debt accounts.
  3. Check all the accounts you wish to track.
  4. Click “Save.”

Each debt account you selected will appear on the timeline as a blue circle above the date when they are expected to be paid off.

To see details and make changes to debt goals:

  • Click the blue debt on the timeline.