The Goals Insights tab in the Rocket Money app is designed to provide a quick update on the health of your financial goals and your progress towards achieving them. Here’s how you can access and navigate the Insights page:
Open the Rocket Money app.
Tap on the More tab at the bottom of the screen.
Select Goals from the menu.
On the Insights page, you will find several sections:
Top Section
Successful Deposits: Displays the number of consecutive successful deposits you've made.
Savings in Last 30 Days: Shows the total amount of money you’ve saved over the past 30 days (not the current month).
Last Deposit Amount: Indicates the amount of your most recent deposit.
Milestone Progress
This section highlights your progress towards your next milestone. Tap the arrow on the right side to learn more about the milestone you’re currently working towards.
Boost Your Savings
Here, you can quickly boost your savings by making a one-time deposit of your choosing. If you prefer not to see this section in the future, you can choose to Dismiss it.
Overall Goal Progress
This section shows your progress towards your overarching financial goal, including the total amount saved and the milestones you’ve previously met. By tapping the three dots (…) in the upper right corner, you can directly access your financial goal page to make any necessary edits.
The Goals Insights tab 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!