Name the ambition
Choose a name you’ll recognize, such as Emergency fund. Keep your first goal simple and meaningful.
CHAPTER 03 OF 06 / Goals
Give your goal a plan.
Turn an ambition into a target and keep your recorded progress in view.
FIRST, A LITTLE PERSPECTIVE
A short film.
A clearer start.
Prefer to read the film? +
Family adds goals and household tools. Think of something you'd like to save for. Now give it a name. Let's use an emergency fund with a target of $3,000. If you've already saved $750, you're a quarter of the way there. As your savings change, update that amount in Goals. You're recording progress here, not transferring money. In the next page, move the example amount and watch your progress take shape.
Watching is optional. Learning is yours.
THE IDEA, IN A FEW WORDS
Make “one day” measurable.
A clear target gives you something to work toward. A recorded amount lets you see how far you’ve come.
Set the two amounts
Enter your target and the amount already saved. A $750 recorded amount toward $3,000 is 25% progress.
Keep the record current
Update the saved amount when your savings change. Editing a goal doesn’t transfer money. Adding and editing goals requires Personal Plus or higher.
A SMALL MOMENT TO TRY IT
Watch a goal take shape.
Move the recorded savings amount. The example target stays at $3,000.
EMERGENCY FUNDEXAMPLE
of $3,000
25%of the example target
$0$3,000
$2,250 left to reach the example target.
This is a learning example. Nothing is saved to your financial workspace.
ONE THING TO TAKE WITH YOU
Recorded savings ÷ target × 100 = your progress percentage.
Give one goal a name, a target, and an honest starting amount.
CHAPTER 03 / GOALS
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FORTESAN / THE FIELD GUIDEPAGE 1 OF 4