---
schema_version: "1"
id: 1c7421e816316842c18c353087741667affbbb450325cd0015add8a89aeef991
title: Add a Financial Goal
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_add_financial_goal.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_add_financial_goal.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 544f84512aa682396441fb87ea3b6aef4cc8b8cb52d9ea065666b5aa4bc61768
description: Create a financial goal to track a client’s progress toward major purchases, retirement savings, or other life goals. You can only create savings-oriented goals. You can’t create a goal for paying down a debt. You also can’t associate a goal with a specific financial account.
products:
  - Financial Services
release: "264"
---
# Add a Financial Goal

Create a financial goal to track a client’s progress toward major purchases, retirement savings, or other life goals. You can only create savings-oriented goals. You can’t create a goal for paying down a debt. You also can’t associate a goal with a specific financial account.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

1. On the Goals tab of the client or household profile, click **New** in the Goals Summary section.
2. Enter a name for the goal.
3. Select the household member who is the goal’s primary owner.
4. Enter the relevant information and save the record.
    
    If you created the goal from the client profile and the client’s goals are summarized at the household level, the goal is also visible in the household profile.

You can edit or delete a goal in the Goals tab or the Related tab.