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Goals

How do I track a goal's progress and mark it achieved?

Read On Track or Behind, the funded percent, and mark a goal achieved.

Updated 22 Jul 2026

Once your goals exist, the Goals page is a scoreboard — how far along each one is, whether it's keeping pace, and when it's done.

Read a goal card

Each card shows how much you've saved against the target, a progress bar, the % reached, and the amount /mo needed to stay on track. Below that, Inflation adj. is the real future cost and Projected is when you'll get there at your current pace.

A green On Track or red Behind badge tells you at a glance where each goal stands.

Filter by status

The pills up top filter the list: All, On Track, Behind or Achieved. It's the quick way to see what needs attention.

Mark a goal achieved

Hit the target? Click Mark achieved on the card. It moves into the Achieved group, greyed out but kept for the record.

Note: Behind just means your current SIP pace lands after the target date — usually a nudge to invest a bit more, link another holding, or push the date out.

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