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

Tracking Goal Progress

Monitor your savings progress and stay motivated toward your goals

1

View Your Goals List

Navigate to the Goals page to see all your active savings goals. Each goal is displayed as a card showing:

  • Goal name
  • Current amount saved
  • Target amount
  • Visual progress bar
  • Target date (if set)
2

Understanding Progress Bars

Each goal has a horizontal progress bar that fills up as you save money. The progress bar uses a simple color system:

Dark Gray - In Progress

You're actively saving toward this goal but haven't reached the target yet.

Green - Goal Achieved!

You've reached or exceeded your target amount. Congratulations!

3

Reading Progress Details

Above each progress bar, you'll see your progress displayed as:

$2,500 / $5,000 - Shows your current savings ($2,500) out of your target amount ($5,000)

This amount updates immediately every time you make a contribution to the goal. The progress bar visually represents this percentage by filling from left to right.

4

Target Date Tracking

Below the progress bar, you'll see your target date displayed. If you set a deadline when creating the goal, it will show:

Target: Jun 15, 2026 - Your goal deadline

Target: No target date - If you didn't set a deadline

Use this to gauge if you're on track. For example, if your target is 6 months away and you're only at 25%, you may need to increase your contributions.

5

Goal Achievement Indicator

When you reach or exceed your target amount, you'll see a special achievement message:

🎉 Goal Achieved!

This appears below the progress bar along with the green progress bar color change. It's your cue to celebrate - you reached your goal!

6

Automatic Updates

Your goal progress updates automatically when you:

  • Make a contribution through the Make Contribution dialog
  • Edit the current amount directly in the Edit Goals dialog
  • Change the target amount (progress percentage recalculates)

You don't need to manually refresh or update anything - the system handles all calculations and visual updates for you.

7

Multiple Goals Comparison

When you have multiple goals, you can easily compare their progress at a glance:

  • Progress bars - Quickly see which goals are closer to completion
  • Dollar amounts - Compare how much you've saved for each goal
  • Target dates - See which goals have approaching deadlines

Use this overview to decide which goal deserves your next contribution, especially if you have limited funds to allocate.

Pro Tip

Check your goals progress weekly to stay motivated. Seeing the progress bar fill up, even by a small amount, reinforces positive saving habits and keeps you focused on your targets.

If progress feels too slow, consider breaking a large goal into smaller milestones. For example, split a $10,000 car fund into two $5,000 goals to celebrate achievements more frequently.

Stay Realistic

If you're consistently falling behind your target date, don't get discouraged. Either adjust your target date to be more realistic, increase your monthly contributions if possible, or reduce the target amount. Progress is progress, no matter the pace!