Check in on your savings goals at the start of each month. See what progress you've made and what's left to go.
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Review goals — Ask the user about their current savings goals if this is the first time running. Common ones include emergency fund, vacation, big purchase, retirement contribution, or debt payoff.
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Check progress — Use your email skill to look for bank statements, transfer confirmations, or savings account notifications from the past month.
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Calculate progress — For each goal, figure out how much has been saved vs. the target amount. Show percentage complete and estimated completion date at current pace.
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Celebrate wins — Call out any milestones hit (25%, 50%, 75%) or goals completed.
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Suggest next steps — If any goal is falling behind pace, offer a gentle suggestion for getting back on track.
Savings Check-In — [month]
Goal | Saved | Target | Progress
Emergency Fund | $3,200 | $5,000 | ████████░░ 64%
Vacation | $800 | $2,000 | ████░░░░░░ 40%
New Laptop | $450 | $600 | ███████░░░ 75%
Nice — your laptop fund is almost there! At this pace
you'll hit it by mid-next-month.
Emergency fund is on track for August completion.