Give your savings a purpose
Overview
Money saved toward nothing in particular is the first money spent when a month runs tight. Naming a goal, with a date and an amount, changes how it feels to move it, and makes the progress something you can see.
Key Capabilities
A goal is a name, a number and a date.
Finos keeps each goal separate from your day-to-day balance and shows how far along it is every time you open the app.
Named goals
A trip, a deposit, a cushion, each with its own target and timeline.
Progress you can see
A bar per goal, and the monthly amount that keeps it on schedule.
Goals that share a pot
Fund several goals from one account without losing track of which is which.
Setup Instructions
Begin with one goal you can reach within three months. An early finish teaches the habit faster than a distant target.
01 — Create the goal
Give it a name, a target and the date you want it by.
02 — Choose the pace
Finos suggests a monthly amount; adjust it to your plan.
03 — Watch it fill
Every transfer updates the bar; a missed month shows what it costs.
Security & Privacy
Goal balances are held at your own bank. Finos tracks them and never holds funds itself, so the money is always where you can see it.
Questions, answered clearly.
Your membership brings connected accounts, cards, budgets and goals into one workspace, with planning views, shared access controls and support included.
Yes! You can connect multiple bank accounts and payment cards in one place, making it easy to track transactions, monitor balances, and manage your finances.
Your financial data is protected with secure encryption, strict access controls, and industry-standard security practices to help keep your personal and financial information safe.
Yes! You can invite team members or trusted individuals to your workspace and manage their access permissions to ensure everyone can access only the information they need.
During the 14-day review, you can explore your financial activity, review connected accounts, and evaluate how well the platform meets your needs before making a final decision.
Absolutely! You can cancel your subscription, change your billing plan, or update your payment method at any time through your account settings.
Budgets and goals together
