Step 1
Create a goal with a target and timing.
Step 2
Review the roadmap or suggested pace.
Step 3
Update progress and adjust the plan when your finances change.
Common questions
What is a goal roadmap?
A roadmap turns a target into smaller checkpoints or a suggested pace, helping you see whether your current progress is on track.
How does Clover measure goal progress?
Progress can use the value, activity, or account information connected to the goal. Review the goal details when the number does not match what you expect.
Can goals and budgets use different currencies?
Clover can keep currency context with financial records. Check the currency on the goal, budget, and connected accounts before comparing amounts.
Related help
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