Setting Goals

Goals help you stay focused and motivated on your wealth-building journey.

Creating Your First Goal

1. Click Set Goal on your dashboard or go to the Goals page
2. Enter your target amount (e.g., $100,000)
3. Optionally set a target date
4. Add a name for your goal (e.g., "First 100K", "House Down Payment")
5. Click Save

Goal Progress Tracking

Once set, your goal appears on the dashboard showing:

• Progress bar with percentage complete
• Current value vs target
• Remaining amount needed
• Projected completion based on recent growth (if target date set)

Multiple Goals

You can create multiple goals for different milestones:

• Short-term: Emergency fund, vacation savings
• Medium-term: House down payment, car purchase
• Long-term: Retirement, financial independence

Tips for Effective Goals

Be Specific

Instead of "save more money," set a specific target like "$50,000 emergency fund."

Make it Measurable

Use concrete numbers you can track.

Set Realistic Timeframes

Consider your income, expenses, and expected investment returns.

Review Regularly

Check your progress monthly and adjust if needed.

Editing Goals

To update a goal:

1. Go to the Goals page
2. Click the edit icon on your goal
3. Modify the target, date, or name
4. Save changes