Goals

Make big milestones feel manageable.

Goals in Fino connect to your real money — accounts, transactions, labels, and planned contributions — so progress updates from what is already happening, not from a separate spreadsheet.

✓ Tied to real transactions✓ Funding sources and target dates✓ Built for savings and debt payoff
Goal

Home down payment

Funding sources: paycheck, bonus, monthly transfer

100%
Tracked so farCA$15,300

Target CA$15,000 in 18 months

PaycheckBonusTransfer
RealTransaction-based

Progress updates from imported and synced activity

AnyGoal type

Savings, debt payoff, travel, and major purchases

ForecastCompletion

See when a goal is likely to land

0Manual crunching

Fino calculates the math so you can stay focused

How goals work

From target date to funding source — in one place.

01

Create the milestone

Set a target amount, target date, and a short description so the goal feels clear from the start.

02

Connect funding sources

Pair a goal with savings transfers, income buckets, or planned contributions so each milestone has a path.

03

Let transactions drive progress

As money lands in the right accounts or categories, Fino updates the goal in real time.

04

Review the forecast

See if you are on pace, what is missing, and which actions would move the finish line sooner.

What goals include

Built so the plan feels obvious, not abstract.

Real progress

Progress updates from your actual transactions and linked accounts, not from a manual diary.

Funding sources

Tie each goal to income, transfers, or savings buckets so the contribution path is clear.

Forecasts

See a projected completion date and what needs to happen to stay on track.

Budget-aware

Review goals alongside budgets and spending so the next milestone fits the month.

Debt payoff ready

Use the same structure for paying down cards, loans, or other obligations.

Fino AI support

Ask Fino AI what is moving the goal, what is behind the gap, or which category needs attention.

Try it

See how a goal accelerates when contributions grow.

Adjust the sliders to see how Fino translates your target amount and monthly contribution into a finish line.

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Goal preview

Dream trip

Model a target and monthly contribution

Projected completion18 months
On paceStrong

Move from scattered to sorted

Start building your clearest financial picture.

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