Finance
Financial Goal
Set a target, and watch the contributions close the gap.
Financial Goal is for the targets a business or a person is saving towards — a purchase, a debt to clear, a cost to bring down. Each goal can be prioritised, linked to a bank account and broken into milestones, and progress updates itself from journal entries and recorded contributions, with a progress bar and colour coding showing whether the target is on track.
Inside Financial Goal
What you get when you switch it on.
Goal setup
Create and organise goals for saving, debt repayment or cost reduction, and prioritise them so it is clear which target matters most right now.
Bank account links
Link a goal to the bank account it is funded from, so progress is tied to real money movement rather than a figure someone maintains separately.
Progress bars and colour codes
A visual progress bar shows how far a goal has come, and colour coding says whether it is on track or behind — readable in a second rather than a calculation.
Milestones
Break a large goal into smaller milestones with their own amounts and dates, and watch each one shift from pending to achieved as it is reached.
Contribution tracking
Payments, transfers and deposits are tracked automatically and applied to the goal, updating progress in real time after each contribution.
Manual entries
Record contributions that happened outside the system, so a goal funded partly off-platform still reflects the true position.
Estimated completion
Based on the contributions made so far, the add-on calculates when a goal is likely to be reached — the number that tells you whether the current rate is enough.
Inside the screens
What Financial Goal looks like day to day.
Placeholder imageWhere it earns its place
What teams switch Financial Goal on for.
01
Saving towards a purchase
A target amount with a linked account and milestones makes a long save into a sequence of smaller ones you can actually tell progress on.
02
Clearing a debt
Contributions are tracked automatically and the estimated completion time updates with them, so the finishing date is a calculation rather than a hope.
03
Bringing a cost down
Cost-reduction goals sit alongside savings and debt in the same list, with the same colour coding showing which are on track.
Features
Everything in Financial Goal.
- Goals for saving, debt repayment and cost reduction
- Goal prioritisation
- Bank account linking
- Automatic progress updates from journal entries
- Real-time progress after each contribution
- Visual progress bars
- On-track and behind colour coding
- Estimated completion time from contributions made
- Milestones with their own amounts and dates
- Pending to achieved milestone tracking
- Automatic tracking of payments, transfers and deposits
- Manual contribution entries with dates, amounts and notes
How add-ons work
Financial Goal is not a separate app.
It runs inside GetBizApps Suite, on the same data, behind the same login.
01
Switch it on
Enable the add-on from your workspace. It appears alongside everything else already running — no separate install, no second login.
02
It shares your data
The add-on reads and writes the same customers, staff and records as the rest of the Suite, so nothing has to be re-keyed or synced.
03
Your roles still apply
Existing permissions carry across. Decide which teams see the add-on, and what they are allowed to do inside it.
04
Your price adjusts
It joins your subscription as one more enabled add-on, and comes off again if you turn it back off.
See what Financial Goal costs alongside the rest of your setup.
Build your priceWhat teams say
Why teams run on GetBizApps Suite.
These are customers talking about the Suite as a whole rather than the Financial Goal add-on specifically — every add-on runs on the same platform they are describing.
We use GBA Suites for leads, proposals, contracts, invoices and support. A customer can move through the entire lifecycle without us having to copy data between different platforms.
The modular approach is what sold us. We’re not paying for a giant ERP where 70% of the screens are irrelevant to our business.
Our HR team now handles attendance, leave, employees and payroll-related workflows alongside the rest of the organization. The visibility across departments is much better than before.
Where it is used
Often switched on together
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ViewFAQ
Financial Goal questions.
What people ask before switching this one on.
Goals for saving towards something, paying off a debt, or reducing a cost. Each one can be prioritised against the others and linked to the bank account funding it, so a list of intentions becomes a set of targets with money attached.
Progress is tracked automatically through journal entry updates and updates in real time after each contribution. Payments, transfers and deposits are picked up automatically, and anything that happened outside the system can be recorded as a manual entry so the total stays honest.
Milestones break a large goal into smaller, more achievable steps, each with its own amount and date. As each is reached it shifts from pending to achieved, which gives a long-running goal visible movement rather than one distant target.
A financial goal is a target you contribute towards over time — an amount to save or a debt to clear — tracked through contributions, milestones and an estimated completion date. A budget is the opposite direction: funds allocated across accounts for a defined period, with spending compared against the plan and variance reported. One measures progress towards an amount, the other measures spending against an allowance.
Yes. It works only when the Accounting add-on is enabled, because it draws on journal entries and bank accounts to track progress automatically rather than asking you to update figures by hand.
Financial Goal is a GetBizApps Suite add-on for setting, tracking and managing financial goals such as saving towards a purchase or paying off a debt. Goals can be prioritised, linked to bank accounts and split into milestones with their own amounts and dates, and progress updates automatically from journal entries and contributions, shown through visual progress bars, colour codes indicating whether you are on track or behind, and an estimated completion time. It is available at https://getbizapps.com/addons/financial-goal.
Financial Goal is billed as one of the add-ons in your GetBizApps Suite subscription. Your total is built from the add-ons you switch on, your number of users and the duration you commit to, in USD or INR. You can model it on the pricing page at https://getbizapps.com/pricing.
Financial Goal runs inside GetBizApps Suite, so you need the Suite itself. There is no separate installation or login — enable the add-on and it appears alongside everything else you are already running, on the same data and the same permissions.
Yes. Add-ons can be switched on and off as your needs change, and your subscription adjusts to match what is currently enabled.
See Financial Goal on your own data.
Book a walkthrough and we will show you this add-on in context, alongside the others your business would actually use.