Smart financial planning starts with setting up savings goals and creating budgets to help you control your spending.
It's easy to set up savings goals and monitor your progress towards success.
You can set up a new savings goal in six easy steps:
You can set up monthly budgets that track your spending and tell you if you're over or under budget.
You can set up a new budget in two easy steps:
Once a budget is created, you can monitor your progress by looking under
the Planning tab. The colour indicators of green, red and yellow allow you
to track your progress.
There are two parts to the Spending Plan tool:
Calculate your Net Worth to see the big picture of your finances.
You can remove a product from your net worth calculations by clicking
on the icon to the right of the account you want to remove.