Planning
Goals & Save-Up Planner
Set a target, link the accounts that fund it, and see when you’ll arrive.
Set a goal, link the accounts that fund it, and Wealthfolio projects when you’ll get there. A save-up engine plots a milestone-by-milestone glide path with colour-coded on-track / at-risk / off-track status and tax-aware funding from your existing accounts.
Save-Up Projection
See your projected balance, milestones, and time to target.
On-Track Status
Green / amber / red progress bars so you know where you stand.
Project to your target
See your projected balance, the milestones along the way, and the estimated time to reach your target based on the accounts you’ve linked.
Save-up projection
Projected balance, milestones, and time to target.
On-track status
Green / amber / red bars so you always know where you stand.
Funded from what you have
Link the accounts that contribute to each goal and let tax-aware funding draw from them sensibly, so projections reflect your real situation.
Related features
Retirement & FIRE Planner
Simulate your portfolio year by year, and stress-test the plan.
Learn moreContribution Rooms & Limit Tracking
Stay inside the lines on every tax-advantaged account.
Learn moreNet Worth Tracking
Your full financial picture, on a thoughtfully redesigned home screen.
Learn moreReady to try it?
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