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How to use Savings Goals

Savings Goals helps members set financial targets, log contributions, and watch their progress fill up toward goals like a vacation, emergency fund, or big purchase.

Enable it

Owners turn this on from Admin -> Module Store -> find Savings Goals -> toggle on.

Where to find it

Once enabled, members open it at /savings-goals from the community navigation.

What you can do

  • Click New Goal to create one: name, an emoji icon, target amount, current amount, deadline, optional monthly auto-contribution, and status.
  • Add money to a goal by typing an amount in its Add box and pressing Enter or the Add button — it logs a contribution and a goal auto-completes when it hits target.
  • View a goal's contribution history with View history.
  • Read the totals at the top: total saved, total target, and goals completed.
  • Filter goals by Active, Completed, or All; edit or delete any goal.

Related

  • The Module Store (Admin -> Module Store)