Goals

This guide shows how to use savings goals in FinyxFin so you can set targets, track progress, and connect your financial plans to real accounts.

📱 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.

ℹī¸ Important

FinyxFin is a personal finance organization tool designed to help you track and understand your finances. Calculations, imported data, summaries, projections, and classifications should be reviewed before relying on them for financial, tax, accounting, or legal purposes.

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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

đŸŽŦ Watch the Video Tutorial

Learn how to create and track savings goals in FinyxFin.

â–ļī¸ Watch: Goals
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:

🏖ī¸ Hawaii Vacation

65%
$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

  1. Open the goal you want to contribute to
  2. Click Add Contribution
  3. Enter the amount
  4. Save

Method 2: Linked Transaction (Recommended)

Link transactions directly to goals from the Transactions screen:

đŸŽŦ Watch the Video Tutorial

See how linking transactions keeps your bills, loans, and goals accurate.

â–ļī¸ Watch: Linked Entities
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.

đŸ“Ļ 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.

đŸ’Ŧ Need Help?

📧 Contact Support

Email us at: support@finyxfin.app

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