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Understanding your Financial Goals Overview

Better understand what the different sections of your Financial Goals Overview page are for

Chloe avatar
Written by Chloe
Updated over a month ago

The Financial Goals Overview tab in the Rocket Money app is designed to provide a quick update on the health of your saving goals and your progress towards achieving them.

To locate the Financial Goals Overview page from the Mobile App:

  1. First, tap on the More tab along the bottom of the screen.

  2. Select Goals from the menu.

Please note: Viewing your Financial Goal Overview page is available exclusively on our mobile app - this feature is not available to complete the above instructions on our website, Rocketmoney.com.


On the Overview page, you will find several sections:

  • Streak: This displays the number of consecutive successful deposits you've made.This number is paused when your goal is paused!

  • Savings in Last 30 Days: This shows the total amount of money you’ve saved over the past 30 days (not the current month).

  • Last Deposit Amount: This indicates the amount of your most recent deposit.

  • Milestone Progress: This shows your progress towards your next milestone. Tap the arrow on the right side to learn more about the milestone you’re currently working towards.

  • Overall Goal Progress: This section shows your progress towards your overarching financial goal(s), including the total amount saved and the milestones you’ve previously met!

  • Boost Your Savings: You can quickly boost your savings by making a one-time deposit of your choosing by tapping on the Rocket at the bottom of the screen!

The Financial Goals Overview is a powerful tool to keep you informed and motivated on your financial journey. Use it regularly to stay on track and achieve your financial aspirations!

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