Tracking Your Progress
Last updated July 12, 2024
Effective financial management is about setting goals and tracking your progress. Finch offers various tools to help you monitor your financial journey and stay on track. Here’s how you can use Finch to track your progress.
Step-by-Step Guide
- Set Up Financial Goals:
- Log in to your Finch account.
- Navigate to the "Goals" section within the app.
- Enter your financial targets, such as saving for a vacation or paying off debt.
- Monitor Your Account Activity:
- Go to the "Dashboard" to view your account overview.
- Check the summary of your income, expenses, and savings.
- Review Detailed Reports:
- Access the "Reports" tab.
- View detailed financial reports that breakdown your spending, income, and savings trends over time.
- Update Your Goals:
- Periodically revisit the "Goals" section.
- Adjust your targets based on your financial situation and progress.
- Use Alerts and Notifications:
- Enable notifications under "Settings."
- Receive alerts for transaction updates, goal milestones, and account changes.
By following these steps, you can effectively track your financial progress and ensure you are on the path to achieving your goals with Finch.
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