Personal Finance Tracker
Personal FinanceDocumentation
  • Guides
Overview
  • Introduction
Getting Started
  • Getting Started
  • Creating Your Account
  • Understanding the Dashboard
  • Setting Up Your Profile
Bank Accounts
  • Bank Accounts
  • Adding a New Account
  • Viewing Account Details
  • Editing Account Information
  • Managing Multiple Accounts
Transactions
  • Transactions
  • Filtering & Searching
  • Adding an Expense
  • Adding Income
  • Viewing Transaction Details
  • Editing Transactions
  • Bulk Editing
  • Deleting Transactions
Smart Input Features
  • Smart Input
  • Voice Input for Transactions
  • Receipt Scanning
Budgets
  • Budgets
  • Creating a Budget
  • Setting Budget Categories
  • Tracking Budget Progress
  • Editing Budgets
  • Budget Alerts
Goals
  • Goals
  • Creating a Financial Goal
  • Contributing to Goals
  • Tracking Goal Progress
  • Editing Goals
  • Completing Goals
Reports & Analytics
  • Reports
  • Viewing Financial Reports
  • Understanding Charts
  • Pie Charts & Breakdowns
  • Exporting Reports
  • Monthly/Yearly Summaries
Preferences & Settings
  • Preferences
  • Customizing Preferences
  • Notification Settings
  • Currency & Format
  • Account Settings
Tips & Best Practices
  • Tips
  • Budgeting Best Practices
  • Goal Setting Strategies
  • Organizing Transactions
  • Using Categories Effectively

Financial Goals Overview

Save for what matters most with goal tracking

Financial goals help you save for the things that matter most—whether it's a vacation, emergency fund, down payment, or dream purchase. Set clear targets, track your progress, and stay motivated as you work toward your objectives.

In This Section

Creating a Financial Goal

Set up savings goals to track progress toward major purchases

Contributing to Goals

Add money to your goals and track your progress

Tracking Goal Progress

Monitor how close you are to reaching your savings targets

Editing Goals

Update your goal amounts, dates, and other details

Completing Goals

Mark goals as complete and celebrate your achievements

Goal Setting Tips

Be Specific

Set clear, measurable goals with exact amounts and deadlines. "Save $5,000 for vacation by July" is better than "save money."

Start Small

Begin with achievable goals to build momentum. You can always create bigger goals once you've had success.

Contribute Regularly

Make consistent contributions to your goals each month. Set a reminder to add money regularly, just like paying a bill.

Track Progress

Check your goal progress regularly to stay motivated and adjust your contributions if needed.

Related Topics

Goals work best when combined with these features

Budgets

Free up money by sticking to your budget

Transactions

Track income to allocate toward goals

Reports

Analyze savings patterns and trends