Creating and tracking goals

Goals in CeeWealth need three things: a target amount, a deadline, and regular contributions logged against them.

Creating a goal

1. Go to Goals and select New goal.
2. Name it, set a target amount, and pick a deadline.
3. Log contributions as you make them - manually, or against a linked account balance.

Reading the projected finish date

This is calculated from your actual logged contributions, not a flat assumed monthly amount. If your pace slows, the projected date moves out automatically - so you see it early rather than discovering you're behind right before the deadline.

Keeping goals separate from general savings

Money earmarked for a goal is easiest to protect when it's tracked as its own line rather than lumped into a general savings balance. See our guide on setting a savings goal you'll actually hit for the reasoning behind this.