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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