Goal Milestones
Goal Milestones
Milestones are checkpoints within a financial goal. They help you track progress, celebrate wins, and adjust your plan. Goal milestones are available on BASIC and higher plans.
Why Use Milestones?
- Track progress in smaller steps (e.g. 25%, 50%, 75% of your target)
- Stay motivated by hitting intermediate targets
- Spot delays early and adjust savings or timelines
Add Milestones to a Goal
- Open the goal you want to add milestones to (from Goals in the sidebar)
- Go to the milestones section for that goal
- Add a milestone: name, target amount or date, and optional note
- Save; repeat for additional milestones
Plan Requirements
Basic goals (without milestones) are available on all tiers. Milestones require BASIC or higher. If you don't see the option to add milestones, see Plans and Feature Limits.
Tips
- Set 3–5 milestones per goal so progress feels achievable
- Align milestone dates with real deadlines (e.g. down payment by June)
- Update progress when you add contributions so charts stay accurate
See also Setting Financial Goals and Plans and Feature Limits.
Related articles
- Setting Financial GoalsDefine and track your financial goals including savings, emergency funds, and major purchases.
- Plans and Feature LimitsUnderstand what each plan includes, why a feature might be locked, and how to upgrade.
- Creating and Managing BudgetsSet up budgets, track spending, and monitor your financial goals.