Set, track and reach goals.
No matter where you are on your financial journey, everyone has financial goals. For some it might be building up an emergency fund, paying off your credit card debt or student loans. For others saving for a down payment on a home mortgage, a kitchen remodel, their children's education, or retirement.
Here's the thing about financial goals, without a plan, they are just a wish. This is where Banktivity's goal tracking comes in. Banktivity helps you develop a financial plan so you can achieve your goals.
In minutes, you can set up a goal to save for an emergency fund. You choose the target amount and how much you can contribute each month and Banktivity takes care of the rest.
With exorbitant interest rates and fees, being saddled with credit card can keep you from making progress on any other financial goals. Banktivity has a dedicated goal feature just to help you pay off your credit card debt.
Our save for education goal helps you develop a plan to fund your child’s future. You can set up goals for each of your children. Banktivity’s assistant walks you through the important questions while you are in the planning stage. Based on your answers, you’ll develop a plan for how you are going to send them to school. Knowing what it will cost and how to get there.
Set up as many goals as you feel is necessary for the things you are saving for. For each goal, you tell Banktivity how much it will cost, how much you can contribute, and when you need it. Banktivity takes care of the rest.
With Banktivity's retirement planning goal we've made it easy to understand what your finances will look like in your golden years. For US-based customers we incorporate your estimated social security payments. Additionally, our easy assistant collects over 30 different key pieces of information to give you simple answers to the complex questions around retirement.
You'll start by inputting key data like how much you would like to have when you retire, how much you have now, when you hope to retire, the growth rate of your savings until you retire, to name a few. Then Banktivity does some powerful number crunching and lets you know when you'll hit your goal, how much you'll need to contribute monthly to hit a retirement goal or how much you'll have each month to spend in retirement. Hitting your retirement goal can be complex and dynamic – Banktivity distills it down and makes it easy to understand.
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