What problem does it solve?
This Skill eliminates the hassle of disorganized, untracked financial targets by providing a structured, consistent way to create, edit, track, and complete all your personal financial goals, ensuring every financial decision aligns with your priorities.
Core Features & Use Cases
- Full Goal Lifecycle Management: Create new goals with custom targets, deadlines, priorities, linked accounts, funding modes, and prerequisites; edit existing goal details; mark goals as achieved when completed; or abandon outdated goals that no longer align with your needs.
- Cross-Tool Alignment: All goals are automatically referenced by other coinskills tools including planning, affordability checks, spending analysis, and periodic reviews, so your financial actions always tie back to your core objectives.
- Use Case: If you are saving for a €50,000 house deposit with a 2028 deadline, use this Skill to set up the goal, link it to your dedicated savings account, set it as high priority, and track progress against it over time.
Quick Start
Use the goals skill to create a new high-priority savings goal for a house deposit with a target of €50,000 and a 2028 deadline.