Goal Tracking & Milestones

Set financial goals and track progress with intelligent milestones and automated insights.

Transform vague financial hopes into specific, measurable goals with clear action plans and progress tracking.

Active Goals

3 of 5 on track

Emergency Fund78%

£15,600 of £20,000 • 3 months ahead

New Equipment45%

£2,250 of £5,000 • On track for Dec

Revenue Target32%

£32k of £100k annual • Need acceleration

Why Goal Tracking Changes Everything

Turn financial dreams into reality with specific goals, automated tracking, and intelligent recommendations.

Crystal Clear Targets

Transform vague wishes into specific, measurable goals with deadlines and action plans.

Automatic Progress Tracking

Watch your progress update automatically as transactions occur. No manual updates required.

Smart Recommendations

Get AI-powered suggestions on how to accelerate progress and overcome obstacles.

Milestone Celebrations

Celebrate achievements with automated notifications and progress sharing features.

Predictive Insights

See if you're on track to hit your goals and get early warnings about potential shortfalls.

Motivation Boost

Visual progress bars and achievement unlocks keep you motivated to reach your targets.

Popular Financial Goals You Can Track

Set up any financial goal and track progress automatically with real-time data.

Savings & Emergency Funds

Build financial security with automated savings tracking and intelligent recommendations.

  • Emergency fund (3-6 months expenses)
  • Equipment replacement fund
  • Vacation or sabbatical savings
  • Tax payment reserves
  • Business expansion fund

Emergency Fund Goal

Target Amount:£20,000
Current Balance:£15,600
Monthly Savings:£1,200

78% complete • 4 months ahead of schedule

At current rate, goal achieved by March 2024

Revenue & Growth Targets

Set ambitious growth targets and track progress with intelligent forecasting.

  • Annual revenue targets
  • Monthly recurring revenue (MRR)
  • New client acquisition goals
  • Product launch revenue targets
  • Profit margin improvements

Annual Revenue Goal

Target Revenue:£100,000
Current Progress:£32,400
Monthly Average:£8,100

32% complete • Need £8,500/month to hit target

Recommendation: Focus on high-value clients

Investment & Expansion Goals

Plan major investments with clear savings targets and timeline tracking.

  • Equipment and technology upgrades
  • Office space expansion
  • Marketing campaign budgets
  • Staff hiring and training
  • Product development funding

New Equipment Goal

Equipment Cost:£5,000
Saved So Far:£2,250
Target Date:Dec 2024

45% complete • On track for December

Save £550/month to hit target date

How Goal Tracking Works

Set it up once, then watch your progress update automatically as you work toward your goals.

1

Define Your Goal

Set specific targets with amounts, deadlines, and success criteria. Choose from templates or create custom goals.

2

Connect Data Sources

Link relevant accounts and transaction categories to automatically track progress without manual updates.

3

Watch Progress

See real-time progress updates, milestone achievements, and predictive insights about goal completion.

4

Achieve & Celebrate

Get notified when you hit milestones and goals. Share achievements and set new, bigger targets.

Intelligent Goal Management Features

Predictive Goal Insights

AI analyzes your progress patterns to predict if you'll hit your goals and suggests adjustments.

  • Goal completion probability scoring
  • Early warning alerts for off-track goals
  • Recommended adjustments and improvements
  • Seasonal and trend-based forecasting

Goal Intelligence Report

Emergency Fund92% likely

✅ Ahead of schedule, maintain current pace

Revenue Target34% likely

⚠️ Need 15% increase in monthly sales

Equipment Fund78% likely

📈 On track, consider increasing contributions

Achievement Milestones

Break big goals into smaller milestones and celebrate progress along the way.

  • Automatic milestone detection (25%, 50%, 75%)
  • Custom milestone creation
  • Achievement notifications and celebrations
  • Progress sharing with team or advisors

Achievement Timeline

25% Milestone Reached

March 15, 2024

50% Milestone Reached

June 22, 2024

78

Current Progress

Just now

75

75% Milestone

Estimated Nov 8

How Goal Tracking Transformed These Businesses

⭐⭐⭐⭐⭐

"Setting up our emergency fund goal in FinKitty kept us motivated to save consistently. The milestone celebrations made it feel like a game. We hit our £25k target 2 months early!"

Anna Rodriguez

Graphic Design Studio

🎯 Goal achieved: £25,000 emergency fund

⏰ Completed 2 months ahead of schedule

⭐⭐⭐⭐⭐

"The predictive insights warned us we were falling behind on our revenue goal. We pivoted our marketing strategy and ended up exceeding our target by 12%. Data-driven goals work!"

Kevin Park

SaaS Startup

📈 Revenue goal exceeded by 12%

💡 Early warning enabled course correction

Start Achieving Your Financial Goals Today

Join 1,000+ businesses using goal tracking to turn financial dreams into reality.

✓ 14-day free trial • ✓ No credit card required • ✓ Cancel anytime

✓ Unlimited goals • ✓ AI insights • ✓ Milestone celebrations