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

Creating a Financial Goal

Step-by-step guide to setting up your savings goals

1

Open the Goals Page

Click on Goals in the main navigation menu. This will take you to your savings goals overview where you can see all your goals and create new ones.

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2

Click Add New Goal

In the Quick Actions card, click the Add New Goal button. This opens a dialog where you'll enter your goal details.

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3

Enter Goal Name

In the Goal Name field, enter a descriptive name for your goal. Examples:

  • Emergency Fund
  • Vacation to Europe
  • New Car Down Payment
  • Home Renovation
  • Wedding Savings

Choose a name that motivates you and clearly describes what you're saving for.

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4

Set Target Amount

Enter the total amount you want to save in the Target Amount field. This is your final goal. For example, $5,000 for an emergency fund or $20,000 for a car down payment. Be realistic but aim high enough to make a meaningful difference.

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5

Add Current Amount (Optional)

If you already have some money saved toward this goal, enter it in the Current Amount field. This is optional - you can leave it at $0 if you're starting from scratch.

For example, if you already have $1,500 saved in a separate account for your vacation, enter 1500 to track your starting point.

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6

Choose Target Date

Click the Target Date field to open a calendar picker. Select the date by which you want to achieve this goal. The target date:

  • Must be in the future
  • Helps you track if you're on pace
  • Creates a sense of urgency and motivation

This field is optional, but setting a deadline makes you more likely to achieve your goal.

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7

Select Priority Level

Choose a priority level from the dropdown:

  • High Priority - Goals you want to focus on immediately (like emergency fund)
  • Medium Priority - Important goals but not urgent (default option)
  • Low Priority - Nice to have goals you'll work on when able

Priority helps you decide which goal to contribute to when you have extra money.

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8

Create Your Goal

Review all your details and click the Create Goal button. Your new goal will appear in your goals list with a progress bar showing how much you've saved toward your target.

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Pro Tip

Start with 1-3 goals maximum. Too many goals can spread your money too thin and make progress feel slow. Focus on your most important goal first, then add others as you make progress.