Availability: Premium users

Date of release: January 2023

Long-term planning is finally available in EveryDollar! Now you can plan for the life you really want and see when it will become a reality with the financial roadmap feature.

No more guessing about when you’ll be debt-free, when you can retire, or what your net worth might look like. Knowing your goals are within reach and how to get there will give you the confidence to start dreaming about the life you really want—and get there faster.

The financial roadmap feature is built on the 7 Baby Steps—Dave Ramsey’s simple plan that helps you get out of debt, build lasting wealth, and take control of your money. Anyone can follow it—because it really works (no fancy degree needed). This feature puts you on the path to financial peace by showing you exactly where you are and how to get to where you want to be (we’re talking millionaire status).

On the web version of EveryDollar, click on Goals, then select Financial Roadmap. Click Get Started, and we’ll guide you through the steps to enter all your numbers and information.

From your starter emergency fund (Baby Step 1) all the way to paying off your house early (Baby Step 6), you’ll see the dates you’re projected to hit each of your goals—including your potential retirement date and net worth!

Once you see where you’re headed, you’ll always know the next right step to take that will get you there. And you’ll still use your EveryDollar budget to keep you on track every month.