A financial goal is a savings objective: you set how much you want to save and by when — a trip, an emergency fund, a car down payment — and WiseData Finances tracks your progress, records every contribution and even estimates when you'll get there.
Create a goal
On the Goals page, click New goal and fill in:
Name (required) — the objective. E.g. "Year-end trip".
Description (optional) — an extra detail, if you like.
Target amount (required) — how much you want to save in total.
Current amount (optional) — how much you already have saved for this goal today.
Target date (required) — the date by which you want to reach the goal. It must be a future date.
Monthly contribution (optional) — how much you plan to save per month. This drives the completion forecast.
Icon and color — to identify the goal at a glance.
Example: you want to save $6,000 for a trip in December. Create the goal "Year-end trip", target amount $6,000, target date Dec 1, monthly contribution $500 and the plane icon. Done — now just keep recording the contributions.
Record a contribution
Whenever you set money aside for the goal, record a contribution. On the goal's card, click Add and enter:
The contribution amount.
Source account — which account the money comes from (each account shows its balance next to it).
Move to another account (optional) — if you keep this fund in a separate account (for example, savings), you can set the destination account the amount goes to.
Description (optional).
The contribution is added to the goal's current amount and saved in the history.
Track progress
Each goal shows a progress bar with the percentage completed, plus the current, target and remaining amounts. Just below, you see the target date, the time remaining until it, and your monthly contribution.
The highlight is the completion forecast: based on the monthly contribution, the system estimates the date you should reach the goal. If that forecast falls after the target date, it warns that the goal is behind schedule — a sign you may want to increase the monthly contribution.
History and management
View history — opens the full list of contributions to the goal, with dates, amounts and the accounts involved.
Filter — see all goals, only the active ones or only the completed ones.
Edit or delete a goal whenever needed.
When the current amount reaches the target, the goal is marked as completed — congratulations! From then on, it doesn't take new contributions.
Tip
Set a realistic monthly contribution and let the completion forecast guide you: if it shows up behind schedule, it's time to save a bit more or revisit the deadline. Keeping the goal's money in a separate account, using the move-to-another-account option, helps you avoid accidentally spending what you've already set aside.