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Goals & planning
Use goals, projections, and scenarios to make better long-term decisions.
4 articlesSet a financial goal and target
Choose a goal, target amount, measurement basis, currency, and date, then read progress on the Overview.
2 min readUnderstand net-worth projections
Read realistic, optimistic, and pessimistic scenarios built from your trailing monthly pace.
1 min readUse goal what-if scenarios and Allocation Drift
Change monthly saving or return assumptions and see where the current asset mix could drift over 24 months.
1 min readUse Hugo’s monthly AI recap
Generate, read, and rate the AI commentary created after monthly closing.
1 min read