Yes. Worthic supports targets and goals in the Insights area, under Goals and targets, to help you measure your short-term cashflows and longer-term progress.
Targets are monthly operating measures. They are designed to answer: “Are we on track this period?” Examples include savings rate, net cashflow, income, expenses, net rental income, real estate operating income, and occupancy rate. Some targets are minimums, such as income or savings rate. Others are maximums, such as expenses. Targets can be scoped to selected reporting lines and, where relevant, accounts. They can also have month-specific values, so a target does not have to be identical every month.
Goals are longer-term balance-sheet or wealth objectives. They are designed to answer: “Are we moving toward a bigger financial outcome?” Examples include net worth, total assets and investments, liquidity, retirement target, debt balance, and real estate equity. Some goals are “at least” goals, such as net worth or liquidity. Others are “at most” goals, such as debt balance. Retirement goals can also use a target date so Worthic can show remaining distance and time context.
Worthic compares target and goal settings against the actual data it can calculate from the workspace: cashflow, reporting lines, accounts, ownership-weighted balances, liabilities, investments, and real estate where available.
AI Insights use your targets and goals to give more useful feedback than a simple dashboard status. For monthly targets, Worthic can highlight when your income, expenses, savings rate or net cashflow are moving above or below the level you set.
For longer-term goals, Worthic can help you understand your progress toward outcomes such as building liquidity, increasing net worth, reducing debt, growing investments or reaching a retirement target. It can also look at your recent cashflow history, including the last few months, and explain whether those trends are helping you move toward a goal or slowing progress.
This turns targets and goals from static numbers into practical guidance: what is on track, what needs attention, and which financial habits or cashflow patterns are making the biggest difference.