Source: https://wealthfolio.app/features/goals-saveup-planner/

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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.

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![The Goals dashboard: progress and colour-coded on-track status](https://assets.wealthfolio.app/images/screenshots/goals/list.png) ![The Goals dashboard: progress and colour-coded on-track status](https://assets.wealthfolio.app/images/screenshots/goals/list-dark.png)

The Goals dashboard: progress and colour-coded on-track status

### 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.

![Milestone glide path with on-track status indicators](https://assets.wealthfolio.app/images/screenshots/goals/goal.png) ![Milestone glide path with on-track status indicators](https://assets.wealthfolio.app/images/screenshots/goals/goal-dark.png)

Milestone glide path with on-track status indicators

## 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.

![Goal funding configuration with linked accounts](https://assets.wealthfolio.app/images/screenshots/goals/funding.png) ![Goal funding configuration with linked accounts](https://assets.wealthfolio.app/images/screenshots/goals/funding-dark.png)

Goal funding configuration with linked accounts

## Related features

### [Retirement & FIRE Planner](https://wealthfolio.app/features/retirement-fire-planner/)

Simulate your portfolio year by year, and stress-test the plan.

Learn more

### [Contribution Rooms & Limit Tracking](https://wealthfolio.app/features/contribution-limits/)

Stay inside the lines on every tax-advantaged account.

Learn more

### [Net Worth Tracking](https://wealthfolio.app/features/net-worth-tracking/)

Your full financial picture, on a thoughtfully redesigned home screen.

Learn more

## Ready to try it?

Wealthfolio is open source and local-first. Your data stays on your device.

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