Setting and Tracking Financial Goals

Nova makes it easy to set meaningful financial goals and track your progress over time. Whether you're saving for a house, building an emergency fund, or working toward a net worth milestone, goals keep you motivated.

Creating a Goal

1. Go to Goals from the main navigation
2. Tap + New Goal
3. Choose a goal type: Savings Target, Debt Payoff, Net Worth Milestone, or Custom
4. Enter a name, target amount, and target date
5. Optionally, link specific accounts to track progress automatically
6. Tap Save

Milestones

Break big goals into smaller milestones to stay on track:

1. Open an existing goal
2. Tap Add Milestone
3. Set an intermediate target amount and date
4. Nova will notify you when you hit each milestone 🎉

Milestones give you a sense of progress and help you course-correct early if you're falling behind.

Tracking Progress

Your Goals dashboard shows each goal with a visual progress bar, percentage complete, and estimated completion date. Nova recalculates your pace based on real account data, so your projections stay accurate.

• On track — You're meeting or exceeding your pace
• Needs attention — You've slowed down; Charlie may suggest adjustments
• At risk — You're significantly behind; consider updating your target or timeline

Tips for Success

• Link accounts directly to goals for automatic progress tracking
• Review weekly — small check-ins build big habits
• Use Charlie — ask Charlie for suggestions on how to accelerate a goal

SuperNova subscribers can create unlimited goals and access advanced milestone tracking with Charlie-powered recommendations.

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Still need help? Contact our support team — we're happy to assist.