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  1. Help Center
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  3. Goals
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Goals

Set spending limits and savings targets, and track your pace automatically

Articles in this topic

1

Understanding Goals

What goals are, the two kinds Financio offers, and how progress tracks itself

2

Creating Goals

Walk through the goal wizard: pick a kind, pick what to track, and set your numbers

3

Spending Limits

Cap spending on a category or tag over a period, with a safe pace and a projection

4

Savings Targets

Put an amount toward something and track it by category or tag. Open-ended or by a date

5

Account Balance Goals

Grow an account to a milestone (or pay a debt down to zero) by a date you choose

6

Tracking Progress & Archiving

Read the goal detail page: pace, projections, monthly breakdown, and archive finished goals

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