HomeFinancial GoalsManaging Goals

    Managing Goals

    ZohaibBy Zohaib

    Once you've got a few goals going, the Goals page gives you a handful of ways to keep the list organized, current, and focused on what actually matters right now.

    Editing a goal

    Click anywhere on a goal card to reopen the same form you used to create it, so you can adjust the name, target amount, due date, or linked account whenever something changes.

    Reordering by priority

    Each goal carries a numeric priority, and hovering a card reveals a grip handle you can drag to reorder your list, putting the goals that matter most to you at the top. Reordering only works when all of your goals fit on a single page, if you have enough goals that they're split across pages, dragging is temporarily disabled until you narrow the list down with search or a status filter.

    Searching and filtering

    A search box filters your goals by name or by the account they're linked to. A status dropdown alongside it lets you switch between Show All, Achieved, and Behind, so you can jump straight to the goals that need attention without scrolling past the ones that don't.

    Deleting a goal

    Hovering a card reveals a trash icon, which opens a confirmation dialog before anything is removed. Deleting a goal also removes its uploaded image and automatically renumbers the priorities of your remaining goals, so you never end up with a gap in the sequence.

    Tip: Goals paginate at 50 per page. If you're a heavy goal-setter, use the status filter or search to keep your active view manageable rather than scrolling through everything at once.