Create and document 5 SMART financial goals using Smartsheet القيمة الأولية: 0, القيمة المستهدفة: 5, تكرار الإشعارات: نهاية الشهر
Use Qapital or Simple app to track progress for 4 financial goals القيمة الأولية: 0, القيمة المستهدفة: 4, تكرار الإشعارات: نهاية الشهر
Allocate 10% of monthly income to savings goals using Ally or Marcus القيمة الأولية: 0, القيمة المستهدفة: 10%, تكرار الإشعارات: نهاية الشهر
Use a financial goals worksheet from CFPB for monthly tracking القيمة الأولية: 0, القيمة المستهدفة: 12, تكرار الإشعارات: شهريًا
Implement the 50/30/20 rule for 6 months using YNAB or NerdWallet القيمة الأولية: 0, القيمة المستهدفة: 6, تكرار الإشعارات: شهريًا
Set up automatic transfers for 3 savings goals using online banking القيمة الأولية: 0, القيمة المستهدفة: 3, تكرار الإشعارات: كل ربع سنة
Break down 4 financial goals into short, mid, and long-term using Dave Ramsey’s guide القيمة الأولية: 0, القيمة المستهدفة: 4, تكرار الإشعارات: كل شهرين
Track goal progress with a financial dashboard using Personal Capital or Mint القيمة الأولية: 0, القيمة المستهدفة: 4, تكرار الإشعارات: نهاية الشهر
عرض المزيد
المبادرات
Create a SMART financial goals plan Develop a plan for financial goals that are Specific, Measurable, Achievable, Relevant, and Time-bound (SMART) using templates from Smartsheet.
Use financial goal-setting apps Set and track financial goals using apps like Qapital or Simple, which offer goal-setting and savings features.
Use a financial goals worksheet Utilize worksheets and templates to outline and prioritize your financial goals, available from Consumer Financial Protection Bureau (CFPB).
Implement the 50/30/20 budgeting rule Allocate 50% of your income to needs, 30% to wants, and 20% to savings and financial goals using budgeting tools from NerdWallet or YNAB.
Automate savings for financial goals Set up automatic transfers to savings accounts earmarked for specific financial goals using online banking features from Ally or Chase.
Break down goals into short-term, mid-term, and long-term Categorize your financial goals into short-term, mid-term, and long-term objectives using goal-setting guides from Dave Ramsey.
Track progress with a financial dashboard Use financial dashboards from apps like Personal Capital or Mint to monitor progress towards your financial goals.
Use goal-setting journals Keep a journal dedicated to setting and reflecting on your financial goals with prompts and templates from The Balance.