← Back to FinyxFin Help
🎬 Watch the Video Tutorial
Learn how to create and track savings goals in FinyxFin.
▶️ Watch: Goals
📱 Overview
Goals help you save toward specific financial targets — whether it's an emergency fund, vacation, new car, or any other milestone. Track your progress visually and stay motivated as you work toward your targets.
🎯
Target Amount
Set how much you want to save
📅
Target Date
Set a deadline for your goal
📊
Progress Tracking
See how close you are to your goal
🔗
Linked Transactions
Connect contributions automatically
➕ Creating a Goal
1
Open Goals
Navigate to the Goals section from the sidebar
2
Click Add Goal
Start creating a new savings goal
3
Enter Goal Name
Give your goal a descriptive name (e.g., "Emergency Fund", "Hawaii Vacation")
4
Set Target Amount
Enter how much you want to save
5
Set Target Date (Optional)
Choose when you want to reach your goal
6
Choose Icon & Color
Customize the appearance for easy identification
7
Save
Your goal is ready to track
📊 Tracking Progress
Once you create a goal, you'll see your progress displayed visually:
🏖️ Hawaii Vacation
$3,250 saved
$5,000 target
The progress bar shows:
- Current amount saved — How much you've contributed
- Target amount — Your savings goal
- Percentage complete — Visual progress indicator
- Remaining amount — How much more to save
💡 Target Date Reminders
If you set a target date and enable Apple Reminders sync, you'll get notifications as your deadline approaches.
💰 Contributing to Goals
There are multiple ways to add money toward your goals:
Method 1: Direct Contribution
- Open the goal you want to contribute to
- Click Add Contribution
- Enter the amount
- Save
Method 2: Linked Transaction (Recommended)
Link transactions directly to goals from the Transactions screen:
1
Go to Transactions
Open the Transactions screen and click Add
2
Select Transfer
Goal contributions are typically transfers to a savings account
3
Enable Link This Transaction
Toggle on the linking option
4
Select Your Goal
Choose which goal this contribution applies to
5
Enter Amount & Save
The goal progress updates automatically
✅ Automatic Progress Updates
When you link transactions to goals, progress updates automatically. No need to manually update the goal — it stays in sync with your contributions.
📦 Bulk Linking to Goals
Already have multiple transactions you want to link to a goal? Use bulk linking:
1
Select Multiple Transactions
In the Transactions screen, select the transactions to link
2
Click Link to Entity
Choose the bulk linking option
3
Select Goal
Choose which goal to link them to
4
Confirm
All selected transactions are linked and goal progress updates
🔗 Why Link Transactions?
Linked transactions keep your goals accurate automatically. When you view a goal, you'll see all contributions in the transaction history, making it easy to track where your savings came from.
📋 Goal Status
| Status |
Meaning |
| Active |
Goal is in progress, still saving toward target |
| Completed |
Target amount reached — congratulations! 🎉 |
| Archived |
Goal has been archived (paused or abandoned) |
When you reach your target amount, the goal automatically marks as Completed. You can archive goals you no longer want to track.
❓ Frequently Asked Questions
Q: Can I have multiple goals at once?
Yes! Create as many goals as you need — emergency fund, vacation, new car, home down payment, etc. Each tracks independently.
Q: Do I need to set a target date?
No, target dates are optional. Some goals like emergency funds don't have deadlines. Set a date only if you have a specific timeline.
Q: Can I change the target amount later?
Yes, you can edit a goal at any time to adjust the target amount, date, or other details.
Q: What happens if I exceed my goal?
The goal shows as 100%+ complete. You can continue tracking or mark it as completed and create a new goal with a higher target.
Q: Can I withdraw from a goal?
Yes. Create a transaction that reduces the goal's balance, or edit the goal directly. Progress will update accordingly.
Q: Are goals linked to specific accounts?
Goals track contributions from any account. You can link transactions from checking, savings, or any other account to a goal.
Q: How do linked transactions affect goal progress?
Linked transactions automatically update goal progress. If you delete a linked transaction, the goal progress adjusts accordingly.
💬 Need Help?
📧 Contact Support
Email us at: support@finyxfin.com
Include "Goals" in your subject line for faster assistance.