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    Goals

    How do I track a goal's progress and mark it achieved?

    Read On Track or Behind, the funded percent, and mark a goal achieved.

    Updated 22 Jul 2026

    Once your goals exist, the Goals page is a scoreboard: how far along each one is, whether it's keeping pace, and when it's done.

    Read a goal card

    Each card shows how much you've saved against the target, a progress bar, the % reached, and the amount /mo needed to stay on track. Below that, Inflation adj. is the real future cost and Projected is when you'll get there at your current pace.

    A green On Track or red Behind badge tells you at a glance where each goal stands.

    Filter by status

    The pills up top filter the list: All, On Track, Behind or Achieved. It's the quick way to see what needs attention.

    Mark a goal achieved

    Hit the target? Click Mark achieved on the card. It moves into the Achieved group, greyed out but kept for the record.

    Note: Behind just means your current SIP pace lands after the target date, usually a nudge to invest a bit more, link another holding, or push the date out.

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