{"id":1152,"date":"2022-05-05T09:39:08","date_gmt":"2022-05-04T23:39:08","guid":{"rendered":"https:\/\/knowledge.lifetick.com\/?p=1152"},"modified":"2022-08-30T07:36:09","modified_gmt":"2022-08-29T21:36:09","slug":"create-a-task-for-a-financial-goal","status":"publish","type":"post","link":"https:\/\/knowledge.lifetick.com\/?p=1152","title":{"rendered":"Create a Task for a Financial Goal"},"content":{"rendered":"\n<p>This guide is for tasks only. To see the full Financial goal instructions, click on <a href=\"https:\/\/knowledge.lifetick.com\/?p=1166\">Create a Financial goal<\/a>. Note: Financial Goals are for Paid Subscribers only<br><br>Click on Add Task and name the task.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19a.png\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19a.png\" alt=\"\" class=\"wp-image-1767\" width=\"359\" height=\"171\" srcset=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19a.png 478w, https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19a-300x143.png 300w\" sizes=\"(max-width: 359px) 100vw, 359px\" \/><\/a><\/figure>\n\n\n\n<p>Then decide whether you want to have a Single Task or a Repeating Task.<\/p>\n\n\n\n<p>To know the difference between Single and Repeating tasks, you can view our guide on <a href=\"https:\/\/knowledge.lifetick.com\/?p=763\">Creating Tasks.<\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19b.png\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19b.png\" alt=\"\" class=\"wp-image-1768\" width=\"296\" height=\"95\" srcset=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19b.png 394w, https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19b-300x97.png 300w\" sizes=\"(max-width: 296px) 100vw, 296px\" \/><\/a><\/figure>\n\n\n\n<p>Financial goals allow you to create financial tasks that have monetary values attached to help you track your progress towards the goal.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19c.png\"><img decoding=\"async\" loading=\"lazy\" width=\"393\" height=\"108\" src=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19c.png\" alt=\"\" class=\"wp-image-1769\" srcset=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19c.png 393w, https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19c-300x82.png 300w\" sizes=\"(max-width: 393px) 100vw, 393px\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>For example, my goal is to save up to $5000 for the Holiday.<br>I then create a task to save $1000 by the end of April.<\/p>\n\n\n\n<p>Notice when it says, \u201cYou still need $4000 to equal your goal target.\u201d In this instance you can increase your task amount or simply add more financial tasks. The objective is to ensure the sum of your Financial tasks matches the total value for your goal target.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19d.png\"><img decoding=\"async\" loading=\"lazy\" width=\"397\" height=\"238\" src=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19d.png\" alt=\"\" class=\"wp-image-1770\" srcset=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19d.png 397w, https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19d-300x180.png 300w\" sizes=\"(max-width: 397px) 100vw, 397px\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>Note that if the total amount from all your tasks exceeds the goal target, it will give a prompt before saving the task. For example: \u201cYour tasks exceed your goal target by $1200.\u201d<br><\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19e.png\"><img decoding=\"async\" loading=\"lazy\" width=\"392\" height=\"422\" src=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19e.png\" alt=\"\" class=\"wp-image-1771\" srcset=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19e.png 392w, https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19e-279x300.png 279w\" sizes=\"(max-width: 392px) 100vw, 392px\" \/><\/a><\/figure>\n\n\n\n<p>If the Task Value equals the goal target, a confirmation prompt is provided.<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19f.png\"><img decoding=\"async\" loading=\"lazy\" width=\"394\" height=\"425\" src=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19f.png\" alt=\"\" class=\"wp-image-1772\" srcset=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19f.png 394w, https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19f-278x300.png 278w\" sizes=\"(max-width: 394px) 100vw, 394px\" \/><\/a><\/figure>\n\n\n\n<p>Please note, prompts will also be provided for the overall goal if your tasks do not total the goal amount.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19g.png\"><img decoding=\"async\" loading=\"lazy\" width=\"793\" height=\"282\" src=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19g.png\" alt=\"\" class=\"wp-image-1773\" srcset=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19g.png 793w, https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19g-300x107.png 300w, https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19g-768x273.png 768w\" sizes=\"(max-width: 793px) 100vw, 793px\" \/><\/a><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>If the tasks value are less than the goal amount, you can add more financial tasks to get you to the goal target or revise existing task values.  Once the target\u2019s been met, the goal target in the Goal View will match.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19h.png\"><img decoding=\"async\" loading=\"lazy\" width=\"795\" height=\"317\" src=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19h.png\" alt=\"\" class=\"wp-image-1775\" srcset=\"https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19h.png 795w, https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19h-300x120.png 300w, https:\/\/knowledge.lifetick.com\/wp-content\/uploads\/2022\/08\/19h-768x306.png 768w\" sizes=\"(max-width: 795px) 100vw, 795px\" \/><\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Financial goals allow you to create financial tasks that have monetary values attached to help you track your progress towards the goal. The objective is to ensure the sum of your Financial tasks matches the total value for your goal target.<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[92],"tags":[138,160,117,134,164,166,137,161,162,167,135,136,23],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Create a Task for a Financial Goal - Lifetick - Knowledge Centre<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/knowledge.lifetick.com\/?p=1152\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Create a Task for a Financial Goal - Lifetick - Knowledge Centre\" \/>\n<meta property=\"og:description\" content=\"Financial goals allow you to create financial tasks that have monetary values attached to help you track your progress towards the goal. 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