Tracked goals can be linked to a bank account, allowing you to track your progress in real-time.
To set a tracked goal, you must be a Pro Account holder as data feeds are essential for keeping your account balances accurate and up-to-date
To create a Tracked goals:
- Navigate to 'Goals'>'Tracked goals' from the menu on the left of your portal
- Once in the Goals area, click 'Add goal'
- A slide-out windown opens. From the dropdown list, choose the type of goal you would like to track and click 'Next'.
- Savings - (Can be linked to a bank account to track live progress)
- Debt reduction - (Can be linked to a bank account to track live progress)
- Retirement plan
- Super
- Buy my first home
- Buy an investment property
- Upgrade my home
- Renovate my home
- Create a name for your goal.
- Link to a bank account, loan, credit card etc for tracking and current amount.
- Set a target Amount from $0 onwards.
- Enter the duration in years and months, and add the interest rate.
- The Instalments will then be shown in fortnightly, monthly, quarterly or yearly amounts
- Click “Save”
NOTE: Once the goal has been created, you can edit to add a photo or image that represents that goal.
Editing, Completing or Deleting your Tracked Goals
When you reach your goal you can mark it as complete. Alternatively, you can adjust or delete your goals if your circumstances or priorities change.
To edit, delete or mark a goal as complete:
- Navigate to 'Goals'>'Tracked goals' from the menu on the left of your portal
- A list of your goals is displayed. Locate the goal you want to edit/complete/delete and click 'See details'.
- You can now Delete / Mark as complete /Edit the goal by clicking on the top right of the page as required.
- To Edit - Complete your adjustments and click “Save”.
- To Delete or mark a goal as complete - Click “Confirm” to proceed.
Your adjustments will now be reflected in the Goals menu.