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Planning ahead

Savings goals

Naming something you are saving for and tracking contributions.

A goal is a target plus what you have put aside

Give it a name, a target amount and optionally a date. Recording a contribution moves it forward, and Lumio shows how close you are and whether the date is realistic at the current rate.

Archiving instead of deleting

A goal you have finished with can be archived, which keeps its history readable. Deleting removes it and its contributions.

Read next

  • Emergency fund A separate cushion, tracked apart from ordinary savings goals.
  • Setting up a month Expected income, a spending boundary, and a savings target — the three numbers everything else rests on.

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