vested • savings goal tracker

Finally, a fitness tracker — for saving money. From once-in-a-lifetime financial goals to everyday financial health, vested makes saving a simple pleasure. Monthly Savings Loops Saving up to close your loops is just as satisfying as updating a finance spreadsheet—but simpler. The loops give you real-time clarity on where you stand each month. Aim to close your monthly loops, and you are one step closer to reaching your goal. The Goal Wizard Link your financial institutions and get goal recommendations suited to your needs. Whether for an emergency fund, paying off a credit card, or saving up for something special, the Goal Wizard will recommend just the right amount. Guilt-Free Saving Why stress about the math? Let vested do the heavy lifting to make finance fun and simple. Monthly vested notifications let you know where you stand. Fall off the path, and they will guide you back to your goal or to a better suited one. Security for Your Data With vested, you get bank-level security and read-only financial access, via well established data aggregators. vested is not a bank and is not affiliated with any particular financial institution or third party. At the end of the day, vested does not move money around or store any sensitive financial information; the sole purpose is to help you view and save your money. What you will love about vested: SMART GOAL RECOMMENDATIONS No need to try and come up with an arbitrary goal. vested checks your historical income and spending to see how much you can afford to gain each month. SAY BYE TO IMPULSE PURCHASES Picture yourself about to tap the “Add to Cart” button, but instead you pull up vested. You see your monthly loop about to close, and the choice to purchase or hold off becomes much easier to make. KNOW WHEN IT’S “OK-TO-SPEND” OK-to-Spend is a smart budgeting tool that does the “can I afford this?” math for you. It’s basically the amount you can spend at the moment, and still hit your monthly goal. You’ll be better prepared to make smart financial decisions on the spot. KNOW “WHERE-YOU-SHOULD-BE” Where-you-should-be is another budgeting tool that keeps you on track to hitting your goal. It basically shows you where you should be on the loop, to reach your current monthly goal. This is our first version, and we hope to make many improvements in the years to come. Let us know what you love or how we can do better to improve the app. For feedback and support, please reach out to us: team@vestedapp.com vested is currently available only for financial institutions based in the US and Canada. Privacy Policy: https://vestedapp.com/privacy Terms of Use: https://vestedapp.com/terms