Goals Based on Saving Ratio
Easily set and track your savings goals using the "Goals Based on Saving Ratio" template. This template helps you visualize your progress toward specific financial targets by applying predefined savings ratios, making it ideal for managing multiple savings accounts while keeping your goals in focus.
Purpose:
The "Goals Based on Saving Ratio" template is designed to help you allocate savings toward specific objectives, such as a holiday fund or a major purchase. By using predefined ratios, you can ensure that your savings strategy aligns with your financial priorities. The visual gauges in each block allow you to quickly monitor your progress toward each goal, motivating you to stay on track.
How to Use This Template:
Import this template to your account.
Customize Each Saving Goal Block:
Hover over a block and click the menu icon in the top-right corner. Select "Edit."
In the right-hand drawer, go to the Account Selection section and choose the accounts for your total savings balance.
Set the ratio either in the block or in the metric section to reflect the percentage you want to allocate to each goal.
Define your savings target in the goal's threshold setting.
Modify or Add More Goals:
Copy and paste existing blocks to add more goals or edit the current ones. Blocks can also be deleted if not needed.
Ensure Accuracy:
Make sure the ratio you set does not exceed 100% of any account to maintain a balanced saving plan.
Tips:
Regularly update the total balance to reflect changes in your savings and get an accurate view of your progress.
Use this template to compare multiple savings goals, helping you distribute your savings effectively according to your priorities.
Achieve your financial targets with the "Goals Based on Saving Ratio" template, your guide to a more organized and goal-oriented savings strategy.