If you were a MoneyBrilliant customer before November 2016, you may have used our previous Goals feature. The Goals feature was excluded from the new version of MoneyBrilliant we released in November 2016.
But we will bring it back in 2017 bigger and better than ever!
We are planning a new goals based money priority that will help you articulate your goals, put savings plans in place to reach them and track progress in achieving them. If you have set up a budget we will help you determine whether you have the financial capacity to achieve your goals.
Look out for this new Save and Invest money priority soon!