Goal Tracker

Goal Tracker lets you set financial targets and track progress. Goals can be manual (you enter the current value) or linked (tied to an account).

Where to Find It

Open Goal Tracker from the sidebar (/dashboard/goal-tracker).

Create a Goal

1. Click Create goal.
2. Choose Manual or Linked:
   • Manual: You set the goal name, target amount, target date, currency, and current value. Progress is current value vs target; you update the current value yourself when things change.
   • Linked: You link the goal to one account. Progress is driven by that account’s balance (and optional allocation). Use this for goals like “save in this account for this goal.”
3. Fill in the rest of the fields and save.

Allocation (Linked Goals Only)

For linked goals you can set an allocation — what portion of the account balance counts toward the goal (e.g. 50% of a savings account). The rest of the balance is not counted toward that goal.

View, Edit, or Delete a Goal

• Click a goal to open the Goal detail dialog.
• From there you can edit name, target amount, target date, and (for manual) current value, or (for linked) the linked account or allocation.
• Use the delete option in the dialog to remove the goal.

Reorder Goals

Use Reorder to change the priority (order) of your goals. The order is used when showing goals on the dashboard and in Goal Tracker.

Filter: All, Manual, or Linked

Use the tabs or filter to view All goals, only Manual goals, or only Linked goals.

When to Use Manual vs Linked

• Manual: Use for targets that aren’t tied to a single account (e.g. total net worth, or a goal you track outside Kanze). You update the current value yourself.
• Linked: Use when the goal is “save in this account.” Progress updates automatically from the account balance (and allocation).

Need more help?

See Dashboard Overview for how goals appear on the dashboard, and Adding an Account if you need to add the account you want to link.