Setting and Managing Goals

Creating a Goal

Milestones

Each goal supports four milestone checkpoints: 25%, 50%, 75%, and 100%. As you reach each milestone, check it off to update your progress. Milestones are manual — you mark them when you determine you have reached that point.

Goal Statuses

Viewing and Filtering Goals

The Goals page organizes your goals into three tabs:

• Active — goals in progress or extended
• Achieved — completed goals
• Archived — paused or set-aside goals

Use the type filter dropdown to narrow the view to Capital, Cash Flow, or Repayment goals.

Priority Goal

While Household Focus is on, Goals is hidden from navigation. The Goals route and saved goals remain available, and the existing priority-goal panel remains the rollback path. On Home, the ranked Household Focus card replaces that panel; rank 1 selects the suggested next action. When Focus is unavailable, the regular Priority Goal behavior below applies.

One active goal can be marked as your priority goal. It appears in the Priority Goal card on your dashboard, leads the Active tab, and carries a Priority goal badge.

• Choose it from the Priority goal selector at the top of the Active tab, or use Set as Priority Goal in a goal's action menu
• Choosing a different goal replaces the current one; choose No priority goal or Remove Priority to clear it
• Only an On Track or Extended goal can be the priority goal. A priority goal that is Paused or Archived, or that has been recorded as Achieved, stops appearing on the dashboard

Record Behavior

• Target dates are optional and provide a period for the progress calculation
• Milestones remain manual checkpoints
• Archived goals preserve the recorded goal while removing it from the Active view
• Deleting a goal removes that tracked objective rather than changing any linked policy, loan, or asset record

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.