Help Centre

Towards a Healthier Financial Future

Financial Goals Section

Goals


Set financial goals, and track your progress over time. You may create as many goals as you like.

Create a Goal by clicking Add

Funding Status


Click on a Goal in the Funding Status tile to select it, and then click on a checkbox to change its Funding Sources.
Note: This may affect the funding allocated to other goals:

Goal Contribution


You can also click on a Funding Source to see a breakdown of how funds are allocated across your goals.