Achievements and Goals

Fiscal Flowcast has two ways to recognize your progress: Achievements (celebrations we unlock for you) and Goals (targets you set and track yourself).

Achievements (platform milestones)

Achievements are a fixed set of milestones we celebrate when you hit them. They include onboarding wins (like linking a bank or creating your first goal), financial-health milestones (like positive net worth, debt free, or paying off a loan), and life-progress milestones (like first home and major net-worth levels). You don’t create these; the app evaluates your data and marks them achieved when the criteria are met.

Open Achievements under More in the sidebar to see the list and your progress.
Use Check again to re-run the checks (e.g. after adding a loan or property).
Achievements are grouped into Getting started, Financial health, and Life goals.

Goals (your personal targets)

Goals are targets you create and manage: “Reach $10K in this account,” “Pay off this loan,” “Reach $100K net worth,” and so on. You set the amount, optional date, and (for some types) link an account or loan. Progress is tracked from contributions or from your data (e.g. net worth or total savings).

Create and edit goals under Goals in the sidebar.
Use the quick-start options (“Reach $X in an account,” “Pay off a loan,” “Reach $X net worth”) to create goals that used to be separate milestones.
Add contributions, link a loan for debt payoff, or use net worth / total savings goal types for automatic progress.

Which to use?

Want to set and track a personal target? Use Goals. Want to see which life moments we’re celebrating? Check Achievements. For any new “I want to reach X” target, create a Goal; Achievements are our way of celebrating when you hit certain milestones.

See also Setting Financial Goals and Plans and Feature Limits.

Setting Financial GoalsDefine and track your financial goals including savings, emergency funds, and major purchases.
Goal MilestonesBreak goals into milestones to track progress and stay motivated (BASIC+).
Plans and Feature LimitsUnderstand what each plan includes, why a feature might be locked, and how to upgrade.

Achievements and Goals