Set Financial Goals and Track Your Progress

A financial goal tracker app built on the accounts you link through Plaid. Progress is based on your linked balances and moves as new balance data comes in.
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A Goal Without Progress Is Easy to Give Up On
WealthNX is a savings goal tracker app that reads your progress from your linked account balances. Each goal has a target, and its progress reflects the latest available account balances.

What the WealthNX Goals View Shows
Give the goal a number
Each goal gets a target amount you can follow.
Watch progress take shape
Progress shows from the information available to each goal.
Keep more than one priority in view
Several goals appear side by side, each with its own purpose.
See goals in context
Each target appears next to your spending, savings and wider finances.
Revisit as plans change
Targets can change when your priorities or circumstances do.
Shared with your household
Goals can be shared with household members, who can view progress based on their sharing permissions.
Why You Need a Savings Goal Tracker App
A savings tracker app only helps when its numbers match your accounts.
Without a goal tracker
- Every deposit has to be typed in by hand
- Several goals in one savings account blur together
- A target date passes with no plan for how much to save
With WealthNX
- Progress comes from your linked balances
- Each goal shows an estimated monthly savings amount based on your target and chosen date
- Each goal shows how much to set aside each month to reach its date
Who Is the WealthNX Goal Tracker For?
An app to track financial goals helps each household in its own way.
Households watching their spending
Your savings rate shows what share of income you keep, and goals show where it goes.
Couples
Partners can follow shared savings goals through household views, subject to sharing permissions.
Planners saving for several things
Holiday gifts, car repairs or a new laptop can each have their own goal.
Questions About Your Savings Goals? Ask Wealth Genie
Wealth Genie answers goal questions in plain words, using your linked balances and goal targets.
- How close am I to my vacation goal?
- Which goal is furthest behind?
- How much did my emergency fund grow this year?
- Which of my goals saw no progress last month?
Questions About Tracking Goals
How can I use WealthNX as a savings goal tracker app to monitor my financial goals?
WealthNX works as a savings goal tracker app by helping you set financial targets and keep track of your progress over time. Whether you're saving for a vacation, an emergency fund, a home or another important milestone, you can create goals based on the amount you want to save. The Goals feature lets you review your progress, see how much remains to reach your target and adjust your plans as your financial priorities change. This makes it easier to stay organized and keep your savings goals in focus.
How does WealthNX work as a financial goals tracker across multiple savings targets?
WealthNX works as a financial goals tracker by allowing you to create and manage multiple savings goals in one place. Whether you're saving for an emergency fund, a vacation, a home or other milestones, you can set individual target amounts and timelines for each goal. The Goals feature lets you review your progress separately, see how much remains to reach each target and adjust your goals as your priorities change. This helps you stay organized and keep track of several financial goals without losing sight of the bigger picture.
Can WealthNX help me track savings progress toward a specific financial target?
Yes. WealthNX helps you monitor your savings progress by showing how much you've saved toward a financial goal and how much remains to reach your target. Whether you're building an emergency fund, saving for a home or planning a major purchase, the Goals feature gives you a clear view of where you stand. You can review your progress over time and use this information to decide whether you need to adjust your savings plans or timeline. This makes it easier to stay focused on your financial goals and understand how close you are to achieving them.
How can I use WealthNX as a savings goal app to build an emergency fund?
WealthNX helps you plan and monitor your emergency fund through its Goals feature. As a savings goal app, it allows you to set a savings target based on your needs and track your progress toward that amount. For example, you might aim to save enough to cover three to six months of essential expenses, depending on your circumstances. You can review how much you've saved, see how much remains and adjust your target as your financial situation changes. This helps you stay organized and focused on building a financial safety net over time.
How does WealthNX help me set realistic savings targets?
WealthNX helps you set realistic savings targets by giving you a clearer understanding of your income, spending and overall financial situation. Through the Cash Flow feature, you can review your past transactions and spending patterns to better understand how much you may be able to save. You can then use the Goals feature to set a target amount and timeline that suit your financial circumstances. By reviewing your finances alongside your savings goals, you can make adjustments when your income, expenses or priorities change.
Can I use WealthNX as an app to set savings targets for multiple goals at once?
Yes. WealthNX works as an app to set savings targets by allowing you to create and manage multiple financial goals in one place. Whether you're saving for an emergency fund, a vacation, a car or a home, you can set a separate target amount for each goal and monitor your progress individually. This helps you stay organized, review your different savings priorities and adjust your plans as your financial needs change. Having your goals together makes it easier to keep track of what you're working toward.
How does the money saving goal tracker in WealthNX show me whether I am on pace to reach my target?
Wealthnx works as a money saving goal tracker by helping you monitor your progress toward a financial target. Through the Goals feature, you can set a savings amount, review how much you've saved and see how much remains to reach your goal. You can also use your Cash Flow information to understand your spending patterns and consider whether your savings plans are manageable. This helps you stay informed about your progress and make adjustments to your goals when needed.
Can the Goals feature in WealthNX track savings across multiple accounts?
WealthNX lets you view balances and financial information from multiple connected accounts, helping you understand your overall savings when planning financial goals. Through multi-account tracking, you can review money held across your supported accounts without checking each one separately. You can use this information alongside the Goals feature to set savings targets and monitor your progress. However, WealthNX does not automatically combine account balances to calculate progress toward individual savings goals.
How can I manage my savings goals in WealthNX after reaching my target?
Once you've reached a savings target, WealthNX helps you continue planning your next financial milestone. You can use the Goals feature to review your progress and decide whether to set a new target or focus on another savings priority. Whether you're moving from building an emergency fund to saving for a vacation, a home or another important purchase, the savings goal tracker helps you keep your financial plans organized. This makes it easier to continue setting goals and monitoring your savings progress as your priorities change.
Your Goals, Moving as Your Savings Grow
The next deposit means more when you can see where it takes you.


