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Planning
Plan Savings Goals
Goals turn your monthly plan into progress toward concrete outcomes.
Steps
How to do it
A
Create the goal target
Set goal name, target amount, and current saved amount.
B
Choose contribution or target date
Enter a monthly contribution to estimate completion time, or set a date to estimate contribution.
C
Review impact preview
Confirm months-to-goal, required contribution, and projected new surplus.
D
Track progress from goals index
Use progress bars and target timing columns to keep contributions on plan.
Tips
Related
Related guides
Guide
Track Expenses
Add recurring and one-time expenses and watch their Monthly Plan impact.
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Use the Dashboard
Read monthly plan totals, surplus, the money-flow Sankey, and plan health.
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Track Achievements and Streaks
Monitor milestones, streak progress, and completed financial habits.
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Put this guide to work
Log in for a saved household plan, or open the demo to practice first.