Core Features
Available
Savings Goals
Set target amounts and dates, link goals to accounts, and track planned versus actual progress.
1 min read
The Problem
A budget tells you how much to spend. It does not always show whether you are actually building toward a vacation fund, emergency savings, or a big purchase.
What it is
Savings Goals let you create goals with a name, target amount, and target date. Link a goal to a savings account, see planned versus actual progress on the Goals page, and use the summary panel for a quick read on how you are doing.
The Copia Assistant can also create or update goals from a conversation when you describe what you want to save for.
Why it matters
You can budget month to month and still see whether long-term targets are on track, in one place inside Copia.