Choose a relevant measure
Track a target such as reducing a recorded debt balance or reaching a chosen asset value.
Goals & progress
Follow the progress that matters to you.
Set a measurable portfolio goal and see how your recorded assets, liabilities or net worth compare with it.
Choose a relevant measure
Track a target such as reducing a recorded debt balance or reaching a chosen asset value.
Focus on selected records
Use a particular asset or liability when a whole-portfolio figure would hide the detail.
Short-term goal progressYour milestones
Give your numbers a purpose
What does the goals & progress feature do?
Create goals based on asset value or count, liability value or count, equity or net worth. Choose all relevant records or a specific selection, set a target and direction, and review calculated progress as your records change.
Your portfolio goals
The detail behind the view
See the connections behind goals & progress.
A collection of balances can be difficult to relate to a personal aim. We included goals so you can connect the information in your portfolio to a target you have chosen for yourself.
01Short term
02Medium term
03Long term
Create goals based on asset value or count, liability value or count, equity or net worth. Choose all relevant records or a specific selection, set a target and direction, and review calculated progress as your records change.
Less searching. More understanding.
Useful in the moments that matter.
Set a measurable portfolio goal and see how your recorded assets, liabilities or net worth compare with it.
Focus on selected records
Use a particular asset or liability when a whole-portfolio figure would hide the detail.
Review recorded progress
See progress calculated from your records, with a history built as the goal is tracked.
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Start your financial journey today
Join Financial Portfolio and experience a simpler, more organised way to manage what matters most.
Goals & progressA closer look
How it works
Start simply. Build as you go.
You bring the information. Financial Portfolio gives it a structure you can come back to.
Open Goals & backups and create a goal.
Choose the measure, relevant records, target and direction.
Update your portfolio records and return to review progress.
Made for real life
Where this fits into your day.
For households, families and Australians keeping track of more than one account or folder.
Watching a loan balance come down
Choose a liability, set your target and update its balance from your statements. The goal follows the recorded progress, giving the number a purpose.
Following a savings milestone
Select the asset records that matter to your goal and enter a target. Review their combined recorded value without including unrelated parts of your portfolio.
Keep your records connected
Other features
Can I track just one loan?
Yes. You can select specific records for a goal instead of using every record in your portfolio.
Will the app tell me how to reach my target?
No. It measures recorded progress against your chosen target; it does not provide a financial plan or personalised advice.
How can I track progress towards a net worth goal?
Choose net worth as your measure, set your own target and maintain the asset and liability values behind it. Financial Portfolio compares your recorded figure with that target; it does not forecast future returns.
What is the difference between a debt goal and financial advice?
A debt goal displays your progress against a target you choose. The app does not decide which loan to repay first or recommend a financial strategy.
Can I track one Australian property or loan rather than the whole portfolio?
Yes. Supported goals can use selected asset or liability records, making a particular property or loan easier to follow.
Start with what you have
Put a purpose beside your portfolio numbers.
You do not need every detail on day one. Start with the records that matter most, then build a clearer picture at your own pace.