Feature · Savings Goals

Goals that fund themselves.

Set a goal — holiday, deposit, emergency fund, Hajj, wedding, anniversary. Fund it with Round-Ups on every transaction, Smart Deposits based on income detection, or scheduled transfers from your main account. Watch progress visually.

Round-Ups

Every transaction rounded up to the nearest £1/$1/AED 1. The change goes to your selected savings goal. Plum-style automation without leaving the app.

Smart Deposits

When we detect spare cash (income arrived, recurring bills cleared, balance above a safety threshold), we propose a deposit. One tap to approve.

Scheduled Transfers

Set a fixed weekly/fortnightly/monthly transfer. Auto-pause if balance gets low. Auto-resume when income lands.

Goal Templates

Emergency fund (3-6 months expenses), house deposit, wedding, Hajj/Umrah, holiday, baby, car, education. Smart suggested amounts per region.

Multi-Goal Allocation

Split Round-Ups across multiple goals. 50% emergency, 30% holiday, 20% car. Adjust weights any time.

Investment-Backed

Connect existing ISA, 401k, Super, NPS, SIPP — we count the balance toward your goal. No mandatory ISA wrapper, no platform fees.

How it works

  1. 1

    Create a goal

    Name it, set target amount, set target date. Pick a template or start blank.

  2. 2

    Choose funding method

    Round-Ups, Smart Deposits, scheduled transfer, manual, or any combination.

  3. 3

    Watch progress

    Visual ring chart. Days remaining vs amount remaining. On-track or behind, with adjustment suggestions.

  4. 4

    Withdraw when ready

    Funds live in your linked savings account or pot — we don’t hold them. Withdraw via your bank app any time.

Frequently asked questions

Do you hold my savings?

No. Round-Ups and Smart Deposits transfer into a savings account at your bank or a pot (Monzo, Starling, Revolut, Wise, Ally). You control the funds, we just track and trigger.

Do you invest goal money?

Not directly. We can route to your existing ISA at Vanguard/AJ Bell/HL, your 401k, your NPS, your Super — if your bank supports the transfer. We don’t hold an investment license.

What about Plum-style fixed-income?

Premium plan integrates with high-interest savings accounts (Marcus, Chip+, Atom). We surface the rates, you choose where Round-Ups land.

Can I share a goal with my partner?

Yes — Business tier supports shared goals across up to 5 family seats. Both partners can deposit, both see progress.

Try Savings Goals free

Free plan forever. No credit card. Cancel anytime.