Financial Goal

The Financial Goal Add-on enables users to set, manage, and track personalized financial objectives with flexible timeframes and target amounts.

💰 Achieve Financial Clarity: Introducing the Mewayz Financial Goal Add-On

Set, track, and manage your personalized financial journey with precision. The Mewayz Financial Goal Add-On, which integrates with your Accounting system, enables users to define, manage, and monitor custom financial objectives with flexible timeframes and target amounts, ensuring a measurable path toward completion.

Gain better organization and control over your financial ambitions, from short-term targets to long-term savings plans.


🎯 Key Features for Goal Setting & Tracking:

  • Custom Financial Milestones:

    • Tailored Targets: Create personalized goals by entering a descriptive name and selecting a relevant categorized goal type.

    • Measurable Path: Specify a financial amount to represent the target value, providing a clear, measurable objective.

    • Timeframes: Optional fields allow you to define a start and end timeframe, accommodating both short-term and long-term ambitions.

  • Progress Visibility Control:

    • Display Management: Each financial objective includes a display control option (toggle visibility), allowing users to manage which goals are shown in their overviews or dashboards to help focus on active or priority targets.

    • Accurate Tracking: Every entry automatically tracks creation and update timestamps, supporting better goal tracking over time and providing insights into when and how goals evolve.


⚠️ IMPORTANT DEPENDENCY NOTICE:

The Financial Goal Add-On is dependent on the core Accounting Add-On. To ensure full functionality, the Accounting Add-On must be purchased and activated.

Ready to set clear goals and track your financial progress efficiently?

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