Personal Goals

Set financial goals and track your progress toward achieving them.

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Creating a Goal

To create a new financial goal:

  1. Navigate to the Goals page under Personal
  2. Click the "+ Add Goal" button
  3. Enter a name for your goal (e.g., "Emergency Fund", "New Car")
  4. Set the target amount you want to save
  5. Set the target date by which you want to achieve the goal
  6. Add an optional description
  7. Click "Save" to create your goal

Goal Types

Common financial goals include:

Emergency Fund

3-6 months of living expenses

Vacation

Travel and holiday expenses

Large Purchase

Car, furniture, electronics

Education

Courses, certifications, degree

Home

Down payment, renovation

Retirement

Long-term retirement savings

Tracking Progress

Each goal shows:

  • Progress Bar: Visual representation of your progress
  • Current vs Target: How much you have saved vs your goal
  • Target Date: When you plan to achieve the goal
  • Days Remaining: Time left to reach your target
  • Suggested Monthly: How much to save monthly to meet your goal

Adding to a Goal

To add money toward a goal:

  1. Find the goal on your Goals page
  2. Click the "Add Savings" button
  3. Enter the amount you want to add
  4. The progress bar and current amount will update automatically

Goal Status

On Track

You are making sufficient progress to meet your goal

At Risk

You need to increase your savings rate to meet your goal

Behind

You are behind schedule and may need to adjust your goal

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