Net worth
See every goal as part of your whole wealth.
Savings goal tracker that follows your real accounts
A goal in Monnex has an amount, a currency and an optional date, and it is funded from the accounts, investments or assets you link to it. Progress is the current value of those sources, so you never set money aside twice. Monnex shows how much is left and, from your usual contributions, when you are likely to reach the goal.
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How it works
How a savings goal works
Instead of moving money into a virtual piggy bank, you link the goal to where the money really is: a savings account, a deposit, a brokerage account or another asset. When their value changes, the goal’s progress changes with it.
- An emergency fund, a holiday, a down payment — as many goals as you need.
- Spending from a linked account lowers the progress honestly — the goal always shows what is really there.
- The goal shows the amount left and an estimated date from your usual contributions.
Step by step
How to set up a savings goal
Name the goal
For example “Emergency fund” or “Holiday”.
Set the amount
The target amount, its currency and, if you want, a date.
Link the sources
The accounts, investments or assets that hold the money for it.
Watch the progress
It updates as the linked balances change.
Facts
Goals in brief
- Goals are funded from linked accounts, investments or assets: progress uses their current value, so nothing has to be set aside twice.
- Wealth (net worth) is assets minus debts: accounts and cash, savings, property, business, investments, crypto, debts you owe and money owed to you, with its composition and history.
- Free, with no count limits: recording operations, quick entry, the bot, any number of accounts in 21 currencies, categories, budgets with alerts, goals, wealth with history, reminders and summaries, CSV/XLSX export and the first statement import.
Questions
Questions about goals
How many goals can I have?
As many as you need. Goals are part of Free, without a count limit.
Do I need a separate savings account?
It helps, but it is not required. Progress follows whatever you link: an account, a deposit, investments or an asset.
Can a goal be in dollars or euros?
Yes. A goal has its own currency, and amounts in other currencies are converted at dated National Bank of Ukraine rates, as everywhere in Monnex.
How much should I save each month?
Divide what is left by the months until the date. Monnex shows what is left and an estimated date based on how you have been contributing so far.
Related
Related features
Budget and limits
Keep spending in check so the goal keeps growing.
Multiple currencies
Save in hryvnias, dollars or euros.
Create your first goal
Link it to an account you already have — progress appears at once.