Goals
What a goal is in Invesh — a money target linked to your investments, with progress that updates as those investments change.
Last reviewed 2026-07-15
What is a goal?
A goal is a named money target you are saving or investing for — for example a Japan trip, a house down payment, an emergency fund, or retirement.
In Invesh, a goal is not a separate piggy bank and not a manual “saved so far” number you type in. You set:
- A name and category (Emergency fund, House, Retirement, Vacation, Education, Wedding, Vehicle, or Custom)
- A target amount in ₹
- A target date
Then you link real investments you already track (Bank Account, Stocks, Mutual Funds, or Fixed Deposit). Progress is calculated from those linked investments. When their value goes up or down, goal progress moves with them.
Why goals exist
Tracking balances across apps answers “how much do I have?” Goals answer a different everyday question: how close am I to the amount I want by a date?
That matters for Indian retail investors who hold money across banks, brokers, and fund platforms — the same four types Invesh tracks today — and want one place to see whether those investments are funding a specific outcome.
Where goals show up in the app
Open Goals from the sidebar in your workspace.
You get:
- A portfolio summary for goals at the top of the page
- A searchable table with status filter and sort
- A detail page for each goal (target, timeline, funding, linked investments)
Goals also appear on the Wealth Dashboard goals rail for a quick glance.
Key concepts
| Concept | What it means |
|---|---|
| Goal | A named target with category, amount (₹), and target date |
| Status | Draft, Active, Completed, or Archived |
| Linked investment | A tracked Bank Account, stock or mutual fund holding, or Fixed Deposit that counts toward the goal |
| Funding summary | How much linked value covers the target, and what share each link contributes |
Creating a goal
Use Create goal. Fill in:
- Goal name (for example “Japan trip 2026”)
- Category (and a custom label if you pick Custom)
- Target amount (₹) and Target date
- Optional notes
Progress on the form is described as coming from linked investments — you do not enter a separate “current savings” field.
A new goal can start as a Draft. When you link the first investment, the goal becomes Active automatically (linkedCount > 0). Draft goals with no links stay in Draft.
Goal detail
Open a row to see:
- Target, timeline, and progress
- Funding summary and contribution mix
- The list of linked investments (with options to Link investments, Move to another goal, or Unlink)