Targets with a reason
Track your household savings goals
Set savings targets for emergencies, trips and other plans. Keep the reason for each goal beside its progress, and review priorities with your spouse.
In short
UniFi tracks savings goals, target amounts and progress for your household. It does not move money into savings; you make transfers through your bank and keep the goal record current.
Sample household. Your figures depend on your connected accounts and entered details.
How it works
Goals, step by step.
Name the goal
Set a target for an emergency fund, a trip or another planned cost. Add the reason so it stays part of the decision.
Goals
Sample household
Emergency Fund (6 months)
$18,950.00Peace of mind — so one bad month never becomes a crisis.
63% of $30,000
Missions Trip — Guatemala
$2,800.00Go and serve as a family — and bring the kids.
62% of $4,500
Debt-Free: Auto Loan
$6,200.00Own the car outright and free up $450 a month.
33% of $18,680
Giving Fund
$1,650.00Be ready to give on the spot when a need shows up.
33% of $5,000
Keep progress current
Review saved amounts against the target and update the record when you set money aside. A goal is a record, not a separate bank account.
Emergency Fund (6 months)
Sample household
of $30,000.00 planned
Peace of mind — so one bad month never becomes a crisis.
Choose your priorities
Keep several goals in one view and decide what to fund with your available margin. You control the amounts and timing.
Choose what comes next
Sample household
Emergency Fund (6 months)
Planned monthly contribution
$500.00Missions Trip — Guatemala
Planned monthly contribution
$300.00Debt-Free: Auto Loan
Planned monthly contribution
$450.00Giving Fund
Planned monthly contribution
$200.00
More tools
Keep exploring.
Put it into practice.
Teach kids generosity with a give, save, spend routine
Use a give, save, spend routine to teach kids about generosity. Try simple money examples, let children choose a cause, and give them more control as they grow.
Start estate planning with your household, documents, and wishes
Start estate planning with a household checklist for wills, guardian nominations, beneficiary forms, and charitable wishes. Know what to ask a local attorney.
Questions people ask.
Does UniFi move money into savings automatically?
No. UniFi tracks your goal; it does not make transfers. Move money through your bank and review the amount recorded toward the goal.
Can I track more than one goal?
Yes. You can keep several household goals, each with its own target and progress.
Does UniFi have savings accounts for children?
No. UniFi’s goals are household planning records, not bank accounts or a children’s banking product.
Can my spouse use it too?
Yes. A spouse is included on every plan. Invite them from Settings so each of you can sign in to the same household.
What does UniFi cost?
Steward is $7.99 a month billed annually or $11.99 billed monthly. Steward+ is $13.99 a month billed annually or $19.99 billed monthly. Both include a spouse and a 7-day free trial.
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