Goals
Turn user-defined savings ideas into trackable targets. Set savings goals, review progress with visual indicators, and follow milestones over time.
Goals Dashboard
Track progress toward user-defined savings goals
Total Saved
$24,000.00
Total Target
$56,000.00
Progress
42.9%
Active Goals
2
2 due soon
Your Goals
Track progress toward user-defined savings goals
Trip to Italy
Down payment
Analytics
Current savings vs target for each goal
Distribution of target amounts across categories
Goals
Set savings goals and track progress. See total saved vs target and progress by category.
Key capabilities
Custom goals
Create goals for anything — emergency fund, vacation, down payment, or retirement.
Progress tracking
Visual progress bars show how close you are to each target.
Saved vs target
See total amount saved compared to your goal at a glance.
Category allocation
Break down goal contributions by savings category.
Related features
Trust and advice boundaries
Bernli provides budgeting tools, transaction organization, and AI-generated informational summaries. It does not provide financial, investment, tax, or legal advice, and AI outputs should be reviewed before use.
Ready to organize your budget data?
Signups will open soon while we finalize launch details.