Financial Goals
Keep an active Goal up to date, understand its progress and review completed or archived Goal history.
5 min readBEFORE YOU START
Goal management becomes available after a Goal has been created. Its progress depends on the cash currently reserved toward it.
Open the Financial Goals workspace.
Choose the active Goal you want to manage.
Review its target, reserved amount, remaining amount and planning details.
STEP BY STEP
Select an active Goal to review its current progress and planning details. The Goal shows how much has been reserved toward the target and how much is still remaining.
Reserved represents the cash currently committed to this Goal inside MoniTrak.
Update the Goal's planning details when your target or timing changes. Review the new values before saving so the Goal continues to reflect what you want to achieve.
Changing the Goal plan does not automatically move additional money from a bank account. Allocation remains a separate action.
If you change the target while keeping the same reserved amount, the Goal's percentage and remaining amount update to reflect the new plan.
The reserved cash has not changed here. Only the Goal target changed, so MoniTrak recalculates the remaining amount and progress.
When the Goal has reached the end of its active cycle, use the Goal management options to complete or archive it as appropriate. Review the Goal details before confirming the change.
Review the confirmation shown by MoniTrak before completing or archiving a Goal, especially when the Goal still has reserved allocations.
Goals that are no longer part of your active planning can be reviewed separately, helping keep the active workspace focused on Goals you are currently working toward.
Archiving keeps the Goal record available without leaving it among the Goals you are actively managing.
Use History to look back at previous Goal activity and understand how a Goal developed over time. This keeps earlier cycles separate from the Goal you are currently managing.
History is useful for reviewing earlier Goal cycles without mixing them with the current active Goal.
GOAL LIFECYCLE
Active Goals stay focused on your current plan. Completed or archived Goals remain available so you can review previous Goal activity separately.
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