Goals & Planning

How do I set a net worth goal?

Go to Settings > Goals and enter your total net worth goal. Totala will calculate your ETA based on your average monthly growth. The goal progress bar appears on the Overview page.

How is the ETA calculated?

ETA uses your average annual growth rate (market returns + contributions) to project when you will reach your goal. It updates monthly. A faster growth rate shortens the ETA; slower growth extends it.

How do I set a dividend income goal?

Go to Settings > Goals and enter your annual dividend goal. The Dividends section shows your trailing 12-month dividends, progress percentage, and estimated time to reach the goal.

Still stuck? Open the app and use the help button in the corner to reach a human.