Savings Goals in GoTaskhub (Home)
Updated 2025-11-06
Savings Goals in GoTaskhub help you plan for the things that matter—emergencies, holidays, renovations, a new car—by setting clear targets, due dates, and recurring contributions. See progress bars, contribution history, and forecasts so you always know if you’re on pace.
What a goal includes
- Name (e.g., Emergency Fund, Summer Holiday, New Boiler)
- Target amount and current balance
- Due date (optional) to calculate on-track status
- Recurring contribution plan (weekly, monthly, custom)
- Category/tag for grouping goals (e.g., Home, Travel, Family)
- Notes & attachments (quotes, photos, receipts)
Create a savings goal
- Go to Home → Goals and click New Goal.
- Enter the name, target amount, and optional due date.
- (Optional) Add a starting balance if you’ve already saved some funds.
- Set a recurring contribution (e.g., €100 monthly) to stay on track.
- Click Save. Your goal’s progress bar and forecast appear immediately.
Add contributions and transfers
Log one-off top-ups or record scheduled contributions. You can also reflect transfers from under-spent budget categories into a goal to accelerate progress.
- One-off contribution: add an amount and date; progress updates instantly.
- Recurring plan: set frequency and amount; review upcoming contributions.
- Transfer from budget: move surplus from a budget category to your goal.
- Withdrawals: record reductions if you use part of the saved funds.
Track progress & stay on pace
Each goal shows Saved, Remaining, and an on-track indicator based on your due date and recurring plan. Use the timeline to see contribution history and forecast.
- Adjust the plan anytime—forecasts update automatically.
- Pin important goals to the top for quick access.
- Use Analytics to compare goals and spot shortfalls early.
Tips
- Break large goals into smaller milestones (e.g., 25%, 50%, 75%) for motivation.
- Schedule contributions right after payday to build momentum.
- Tag goals by theme (Home, Travel, Family) to filter and prioritize.
- Pair Goals with Budgets to ring-fence money and reduce overspending.
Troubleshooting
My goal forecast says “off track”
Increase the contribution amount or extend the due date. One extra top-up can bring the goal back on pace.
Recurring contribution didn’t log
Check the schedule start date and frequency, then confirm notifications are enabled. Manually add the missed contribution if needed.
Totals don’t match what I expect
Review the contribution and withdrawal history for duplicates. Edit or delete any accidental entries and refresh the view.
Frequently asked questions
How do I create a new savings goal?
Go to Home → Goals → New Goal. Enter a name, target amount, optional due date, and starting balance. Save to start tracking.
Can goals receive automatic contributions?
Yes. Set a recurring contribution (e.g., weekly or monthly). GoTaskhub will log scheduled top-ups so your progress stays on track.
How do goals connect to budgets and expenses?
Budgets help control monthly spending. Savings Goals track money you’re setting aside. You can log transfers from your budgeted categories into a goal.
Can I track multiple goals at once?
Yes. Create as many goals as you like—each with its own target, due date, recurring plan, and progress bar.