A goal as a milestone
A milestone is an important project date, e.g. “Departure”. Add an amount to it and it becomes a goal in Home Finance, and the diamond on the timeline shows whether you will save enough in time.
Step by step
- In the project, click Milestone on the toolbar and enter a name and date.
- In the Amount to save section choose New goal (name and amount) or Existing goal from Home Finance. The milestone date becomes the goal deadline.
- Save in Home Finance: the contribution plan in the Budget, transfers to the goal, the surplus from the monthly review.
- The diamond shows “saved / amount · %” and a dot: green — you will make it, red — you won't with the current plan, grey — no contribution plan.
A goal as a milestone
Animation with sample data: the “Holidays 2027” project, the “Departure” milestone with 10,000 zł, contributions and moving the deadline
- On the Gantt toolbar, click Milestone.
- Enter a name and date; in Amount to save choose New goal and the amount.
- Save — a goal is created in Home Finance, and a diamond with progress appears on the Gantt chart.
- Contributions to the goal in Home Finance raise the progress, and the dot tells you whether you will make it.
- Drag the diamond to another day — the goal deadline in Home Finance changes with it.
FAQ
How do I move the deadline?
Drag the diamond on the timeline or change the goal deadline in Home Finance — the milestone moves the next time you open the project.
Does deleting a milestone delete the goal?
Only if you tick Delete the goal too. Unlink the goal from the milestone keeps the goal in Home Finance.
Who sees the amounts?
In a “Mine” project — only you; in “Shared” — the people of the shared account. People the project is shared with see the name and date without amounts.
What do milestones from a debt payoff plan show?
“Paid off X / Y zł” — how much the debts in Net worth went down since the plan was created. They are not goals.