Financial Goals

Creating a goal

Start by defining what you want to achieve and how much it costs.

1. 1 Open Goals and click New Goal.
2. 2 Give it an inspiring name (e.g. "Emergency fund").
3. 3 Enter the target amount and the starting amount (what you already have).
4. 4 Set the target date — when you want to reach it.
5. 5 Personalize with an icon and color to identify with the goal.

Progress tracking

The bar shows the percentage achieved in real time. Each goal displays how much remains in money and time, and the system suggests a monthly savings amount to hit the target on schedule.

Adding funds

You can record an extra contribution at any time using the + Add funds button on the goal card. This immediately updates your progress percentage.

Completing goals

When the achieved amount equals or exceeds the target, the goal is marked as completed and moved to the "Completed Goals" section. You keep the history to celebrate your wins.

Common goal examples

Emergency fund: 6 months of expenses. Travel: dream vacation. House down payment: 20% of the property value. Retirement: long-term goal. Debt payoff: set total balance as target and celebrate each payment.