Rocket Money

Learn about how Smart Savings is being rebranded to Financial Goals in Rocket Money!

Your new home for savings: Financial Goals

Learn about our Financial Goals feature and how it can help you set aside funds to achieve your savings goals!

Financial Goals overview

Learn how to create a Financial Goal with Rocket Money to help you achieve all of your savings goals!

Creating a Financial Goal

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

Understanding your Financial Goals overview

Learn how to deposit funds into your Financial Goals through the Rocket Money app

Depositing funds into your Financial Goal

How to set up a minimum account balance to be checked before a deposit can be made into your Financial Goal plan(s)

Setting a minimum account balance for deposits into my Financial Goal plan

Learn how to withdraw funds from your Financial Goal plan through the Rocket Money app

Withdrawing funds from your Financial Goals

Learn how to view your transfer history for your Financial Goal plan(s)

Viewing my Financial Goal’s transfer history

More information on transfer status of deposits or withdrawals from your Financial Goal plan (formerly Smart Savings) with Rocket Money

Can I cancel a pending transfer from my Financial Goal plan?

A brief overview of our secure process to changing the checking account linked to your Financial Goal’s saving plan

Changing the checking account linked to your Financial Goal

Learn how to close your Financial Goal(s) within the Rocket Money mobile app

Closing a Financial Goal

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Learn how our Financial Goals feature can help you save!

Financial Goals

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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