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  1. LEARN
  2. Help Centre
  3. Money Manager
  4. Money Manager Support
  5. Goals Tool

Money Manager Goals Tool

Here at Synergy, we want to help you reach your financial goals. Whether you are planning ahead for the short-term or long-term, the Goals tool will help you plan, prioritize and visualize your goals.

What are some ideas for goals to set?

  • Save for something big, like a vacation, a new car, or the latest electronic device
  • Set up a comfortable retirement savings goal
  • Pay down your credit cards

You may also want to learn about...

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Budgeting Tool

Take the hassle out of budgeting by creating a personalized budget based around your lifestyle.
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Debts Tool

The Debts tool can help you monitor and track all of your debts in one place and calculate different debt payoff options to find the perfect solution for you.
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Spending Tool

The Spending tool breaks down how much you spend in various categories and how much income you bring in.
LEARN MORE

Learn Money Manager in minutes with our helpful demo videos for each tool.

VIEW ALL DEMOS
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