Financial goals calculated automatically from accounts and portfolios
A goal is not a note. Link it to a source (account/portfolio) so progress updates automatically.
Connected modules
Budget, goals, projects and investments share one data model.
Decisions on consequences
See how expenses, instalments and extra payments affect cashflow and goals.
Security built-in
2FA, roles and audit for shared organisations.
How it works
1) Set the baseline
Add accounts and transactions to get a clean monthly view.
2) Connect goals/projects
Link goals to accounts or portfolios so progress updates automatically.
3) Take action
Use simulations and alerts to decide what to do next.
Try it on your real scenario
The best way to evaluate is to test with your own monthly spending, a goal and a larger project.