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4 docs tagged with "goal-tracking"

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Emergency Fund Builder

Build and maintain emergency fund with automated contributions, adequacy calculations, and replenishment after use

Goal Milestone Tracking

Track progress toward long-term goals with milestone checkpoints, metric tracking, and automated progress reports

Savings Goal Tracker

Track progress toward multiple savings goals with automatic transfers, milestone celebrations, and adjustment recommendations

Weekly Goal Review

Conduct comprehensive weekly review - assess progress, adjust priorities, and plan upcoming week aligned with quarterly objectives