How to set a financial goal with Mint

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    We all have goals we want to achieve, but it’s easy to put off working on them while waiting for the «right moment» to start. Sound familiar? The truth is, you don’t have to wait for the new year, the beginning of the month, or your birthday to set or start a financial goal!

    Goal setting should be fluid, something you think about, not just for your BIG plans, but for the small ones as well. Mint makes it easy to create new goals and track your progress as you work towards them. Here’s how to use the Mint app to start one yourself:

    Steps to Create a Savings Goal (iOS)

    • Open the app and navigate to the Monthly tab.
    • Tap «Create Goal»
    • Select the type of goal you want to set (rainy day fund, home, something else).
    • Name your goal to make it personal
    • Set the $ amount you want to save
    • Decide by when you want to achieve your goal
    • Select the account you want to save with
    • Determine how much you think you can save each month
    • Congratulation! You are well on your way to reaching your goal. Easily track your progress on the Monthly tab.

    Steps to Create a Payoff Debt Goal (iOS)

    • Open the app and navigate to the Monthly tab.
    • Tap «Create Goal»
    • Select the type of goal you want to set (conquer my credit, smash my credit card debt)
    • Select the accounts you want to include
    • Set the $ amount you can contribute to your goal each month
    • Decide by when you want to achieve your goal
    • Select the account you will pay with
    • Determine how much you think you can pay per month
    • Congratulation! You are well on your way to paying off your debt. Easily track your progress on the Monthly tab.

    Setting a goal is the first big step to making it happen, but it doesn’t stop there. Your goals, like your life, are flexible, which means they can and will change over time. Because of this, it’s important to keep reviewing your goals to track your progress and update them as your needs change. You have the vision – Mint just helps you stay on track to make it a reality.



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