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Closing a Financial Goal

Learn how to close your Financial Goals within the Rocket Money app

Chloe avatar
Written by Chloe
Updated yesterday

We appreciate you trying out this feature!

To close your Financial Goal from the mobile app:

  1. On the Dashboard expand the Savings section

  2. Tap on the name of the goal you wish to close

  3. Tap Edit in the upper right corner

  4. Select Edit Goal and scroll to the bottom of the screen

  5. Finally, tap Delete Goal

Once your Financial Goal has been successfully closed, you will receive any remaining funds in the next 1-2 business days to the original checking account from which they were withdrawn.

Please note: Closing your Financial Goal is available exclusively on our mobile app. This feature is not available on our web version at Rocketmoney.com.


Issues that may prevent you from closing your Financial Goal:

  • There is a pending transfer (either incoming or outgoing). Once the transfer is settled (typically within 3-5 business days), you will be able to close the plan.

  • The checking account linked to your financial goal has been closed. If this applies to you, please contact the Support team with a request to link a new checking account to your Financial Goal and they'll be happy to guide you through the process.

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