---
title: "Am I on track for my goals? | Candor"
description: "Know when your savings pace and target date need another look. See what your agent needs and try the prompt with your finances in Candor."
url: "https://candor.money/explore/goal-progress"
updated: "2026-10-19"
---

# Am I on track for my goals?

Know when your savings pace and target date need another look.

[Try this with your agent↓](#try-prompt)

What your agent needs

Your Candor goals and recent financial activity.

What you get back

A progress review and specific options if your plan needs adjusting.

When to use it

Run it when you need it, or ask your agent to repeat it monthly.

## Try it with your finances.

Copy the prompt into the AI agent you use with Candor. It works from your Candor records and asks for anything it's missing. New to Candor? [Connect your agent first.](https://candor.money/connect)

Your prompt

Review my goals in Candor against current progress and cash flow. Explain whether each target and date still look achievable using the available evidence. If something is off track, compare adjusting contributions, the target, or the date. Update the goals or budget when we settle on a change and tell me what changed. Remember what we decide for the next check-in.

Nothing runs until you send the prompt to your agent.

## Check what changed before changing the goal

A target can need attention because contributions changed, the date moved, or your priorities shifted. Your agent should start with the saved goal in Candor and the evidence of current progress. A balance elsewhere is not automatically money committed to that goal; clarify what you have actually set aside.

### Check the answer

* Confirm the target, date, saved amount, and contribution assumptions. Explain any gap between observed activity and recorded progress.
* Ask your agent to compare changing the contribution, amount, or date separately. Check the effect on other commitments before choosing.

### Choose a next step

Review the exact revision before it is saved. Keep a note of why you changed the plan, so the next check-in does not recommend reversing a deliberate decision.

## Keep exploring.

[GoalsCan I afford the thing I want, and by when?Give a trip, purchase, or emergency fund a realistic amount and date.One-time review](https://candor.money/explore/save-for-something)[GoalsWhat budget could I actually live with?Start with your actual spending and make room for what matters to you.One-time reviewFull guide](https://candor.money/explore/realistic-budget)[Where I standWhat should come first?Make sense of competing goals, debts, and things you want from life.One-time or quarterly](https://candor.money/explore/financial-priorities)

## Ask it with your own numbers.

Connect your accounts to Candor, then send this to the agent you already use. It answers from your real records and keeps the plan for next time.

[Start free trial→](https://app.candor.money/signup)[Connect your agent](https://candor.money/connect)

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