How to Set Financial Goals Using SortMe

To be better with money, you need a plan, and that plan needs a goal—something you truly care about and that keeps you motivated. With SortMe, you can easily define and track your financial goals, empowering you to turn your dreams into reality. In this guide, we'll walk you through the step by step process of setting and achieving your financial goals

Step 1: Navigate to the Savings Goals tab and specify what you are saving for.

Step 2: Determine the amount needed to reach your goal.

Step 3: Optionally, set a target date for completing your savings goal.

Step 4: Select the bank account that your goal money will be associated to.

Step 5: Allocate funds within the selected account.

Step 5: Create Multiple Savings Goals.

You can create multiple goals associated with one savings account, allowing you to visually split your savings into specific objectives.

With SortMe's goal-setting features, achieving your financial goals is within reach. 

Start setting and achieving your goals with SortMe today! 🎉