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Tutorials

Create a goal

Define something you want to work towards and track your progress.

Choose something that matters to you, give it a target and track your progress. Creating a goal does not move money.

  1. Start a goal

    Open Goals. On desktop, choose Add goal. In the mobile app, choose a preset that fits or Other.

  2. Give it a meaningful target

    Enter a name, target amount and target date. Add your current amount when you already have progress to record.

  3. Make it recognisable

    Choose the colour and emoji that identify it. Where offered, add an impact statement or link an account if it helps you track progress.

  4. Save and check the goal

    Open the saved goal and confirm its target, date and current progress.

You’re finished when…

Your goal appears in Goals with the target and progress you intended.

Why this works

A goal connects your money to a real reason. Its amount and date help make trade-offs visible without assuming every choice should bring retirement closer.

Linking a bank account can contribute its balance to tracked progress. Moolah does not transfer or hold money for the goal.

If the goal does not appear

Return to Goals and check whether saving completed. If it still does not appear, contact support with the last step that worked.

Next: Review your month to keep your plan connected to this goal.

Search Learning Centre

Contact Moolah supportOpen the mobile support conversation and provide the details needed to help you continue.Fix a bank connectionRecover when consent does not open or the connection does not finish.Get helpManage billing or restore accessUse the original purchase channel to manage a subscription or recover paid access.Build your Net Worth pictureBring what you own and owe together, with current values and no double counting.Connect your accountsBring your supported accounts and recent financial information into Moolah.Create a goalDefine something you want to work towards and track your progress.Plan your next 12 monthsBuild a realistic forecast, find potential savings and spot the months that need a buffer.Learning centreRead your CashflowSee what happened, compare it with your plan, and know what to do next in Moolah on Web, iOS or Android.Understand your longer-term directionRead how your current choices could affect future goals and financial independence.Give next cycle’s money a jobUse Income Mapping to plan what available money will fund next.Review your monthCheck what changed and make one useful adjustment to your plan.How Moolah connects your moneyBuild a living picture of your money and use it for your next decision.Why I built MoolahMoolah exists to help you live well now, care for what comes next and stay in control of your financial direction.How to get control of your moneyBuild a clear picture of what is happening, choose a practical review rhythm and act on the issue that matters most.How to get one month ahead with moneyBuild an income pool for the next period safely, whether your useful rhythm is monthly, fortnightly, weekly or payday-aligned.How to make a financial decision with confidenceCompare financial options using the same assumptions, see the trade-offs and keep the final choice in your hands.How Moolah connects to your financial dataUnderstand the consent flow, read-only access and the control you keep over a connection.Add or change a cashflow itemKeep your future income and spending assumptions realistic.