Wealth Knowledge Base: How to Track Your Wealth Progress

Track Your Wealth Progress, Money Talk & Goal Timeline

See how far you've come — and how long until your big goals. Your dashboard's second row shows three progress bars for a quick snapshot of your journey, plus the goals hero card to keep you motivated. Here's how to make the most of them.

Understand Your Wealth Progress %

This bar tracks your overall financial growth from 0% (starting out) to 100% (financial freedom).

1. View the percentage — A score like 45% means you're building stability. It grows as you save, invest, and learn.
2. Build it up — Log budgets regularly to watch it increase over time.

See Your Money Talk Totals

These bars show lifetime totals for saved/invested amounts and debt paid off.

1. Check the numbers — Lifetime saved/invested Watch it climb!
2. Also it show how much debt have you paid so far.
3. Track trends — Compare monthly changes to stay on top of your wins.
4. Celebrate milestones — Use these as motivation for your next budget session.

Check Your Goal Timeline

The AI-powered estimate in the goals hero card predicts time to your main goal.

1. Read the timeline — AI estimates months to your main goal based on your budget habits.
2. Factor in habits — It uses your income, expenses, and savings patterns for accuracy.
3. Refresh as needed — Update your budget to see instant changes.