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Goal Tracker
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NorthAxis
Financial Goal Tracker
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Asset Allocation
Portfolio Management
Financial Calculators
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Upload CSV
Print
🎯 Goals
🏦 By Account
📅 Timeline
✕
How to use
1
Click
Add Goal
/
Add Account
or
Upload CSV
to start
2
Use
💰
to log a contribution,
✏️
to edit, or
🗑️
to delete a goal or account
3
Click
Download CSV
to save your data, or
Print
for a physical record
4
Clear cache
to remove data from local browser entirely
+ Add Goal
+ Add Account
Filter:
All Categories
Retirement
Education
Property
Emergency Fund
Travel
Wedding
Investment
Business
Others
All Status
On Track
At Risk
Behind
Achieved
Goals by Account
See how each account contributes across your goals
+ Add Account
Goal Timeline
Upcoming target dates, sorted chronologically
Add Goal
Goal Name *
Category
Retirement
Education
Property
Emergency Fund
Travel
Wedding
Investment
Business
Others
Target Amount ($) *
Current Savings ($)
Start Date *
Target Date *
Priority
High
Medium
Low
Notes
Linked Accounts
Add Account
Account Name *
Account Type
Savings
CPF-OA
CPF-SA
CPF-MA
SRS
Investment
Fixed Deposit
Others
Current Balance ($)
Interest / Return Rate (% p.a.)
Institution
Log Contribution
Date
Amount ($)
Account
Select account…
Notes
Contribution History
Date
Account
Notes
Amount