Finances - Goals
Overview
The Goals feature allows you to set and track financial goals such as savings targets, debt payoff, and investment milestones.
How to Access
- Navigate to Finances in the admin sidebar
- Click on Goals
Features
Goal Types
- Savings goals
- Debt payoff
- Investment targets
- Purchase goals
Goal Management
- Create new goals
- Set target amounts
- Set target dates
- Link accounts
Tracking
- Progress visualization
- Milestone markers
- Contribution tracking
- Completion estimates
Quick Reference
| Goal Type | Description |
|---|---|
| Savings | Accumulate funds |
| Debt Payoff | Reduce liabilities |
| Investment | Grow portfolio |
| Purchase | Save for item |