Posts Tagged ‘retirement’


alicia@heaps.co.nz

By Alicia

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Goals are awesome. They motivate you and keep your on track to getting what you want. In heaps! we’ve made goal setting even easier by creating goal templates for you to choose from. Of course you can still set your own goals, but these templates come with a list of tasks that are filled out already for you and will keep you on track to achieving your goal faster. You can choose from templates like buying a car, buying a house, getting out of debt, saving for a medical procedure, going on holiday and saving for retirement. Check out the screenshot below for a taste of what these templates look like:

When ever you want to add money towards your goal you no longer have to go to the goals page first. Just click “I spent it on a goal” when you’re categorising a transaction and it will do it quickly for you. Check out our new goals tracking page below, it is full of milestones along the way to help you break up your journey.

Even better, now you can celebrate by seeing a goal completed in heaps!. Your completed goals are also kept on record so you can see past goals that you have achieved. Go you!

  • Add a new goal from categorisation – If you click on “I spent it on a goal” when you’re categorising a transaction you’ll be able to add a new goal without going on to the goals page first.
  • Goals progress display – your goals graphs will constantly update to show how much you’ve saved and spent on your goal.
  • Easier editing of goals – you’ll be able to edit your goals easier and faster, mark a goal as spend or investment, and see your goal picture instantly after uploading.