Rocket Money · Goals on web (concept)

Rocket Money · Goals on web A product concept by Ken Miyamoto · unofficial

Product notes · 8

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1
Goals gets a seat in the sidebar
On mobile, Goals lives under “More”. On web it becomes a first-class destination, and the empty state teaches the four value props that mobile shows as a swipe-through carousel. The layout follows the web app’s own tiers: full sidebar on desktop, icon rail on laptops and tablets, and a stacked layout at phone widths, where the real web app currently hands off to the mobile app.
2
A plan you can see while you build it
The wizard keeps mobile’s steps and copy, but the right rail shows the monthly amount and completion date updating as you change target, method, or pace. Mobile tells you afterward; web shows you during.
3
The secured-savings explainer moves to where the question arises
Mobile shows it as its own screen. Here it sits beside the funding choice, which is the moment someone asks “where does my money actually go?”
4
Nothing to retype
Mobile asks for your legal name mid-flow. The web account already has it, so review shows it for confirmation instead of asking you to type it.
5
The milestone moment is kept
Unlocking the first badge is the delight beat of the mobile flow. Web gets the same hex badge and “Collect” step, not a toast. The eight milestones match mobile exactly, and each opens to show what’s left (“0 / 1 deposits”, “Save $500 more”) with a deposit button right there.
6
Progress readable at a glance
Each goal card carries saved vs. target, a bar, the pace, and the next milestone. The hex badges are kept so the two platforms feel like one product.
7
“Set and forget” shouldn’t mean out of sight
Upcoming transfers are listed with dates and amounts, and pausing is one click. People trust automatic savings more when they can see what’s about to happen.
8
Edit and delete mirror mobile, and say what happens to the money
Editing is one screen with mobile’s sections: name, open vs. target goal, amount, target date, savings method, balance protection. Delete keeps the confirm and the “tell us why” step, and adds the one thing mobile leaves out: where your saved balance goes and when.

Copy, step order, Smart Savings vs. fixed transfers, the $1,000 starter goal, and the milestone badges all come from Rocket Money’s mobile app. Amounts are simulated. Unofficial concept by Ken Miyamoto, not affiliated with Rocket Money.

Good morning, Kenichi