> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/goals-and-objectives.md).

# Goals & Objectives

Goals & Objectives are managed as an ordered list for each household.

### 📍 Where to Access

Navigate to the relevant **Group / Household** → **Financial Planning** → **Goals & Objectives**

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2FCtB7hUoPSjGYxsnr3F0h%2FScreenshot%202026-02-08%20at%2011.11.09%E2%80%AFpm.png?alt=media&amp;token=50ce6cad-3b04-4676-9103-764b3d65f15b" alt=""><figcaption></figcaption></figure>

### ➕ Creating & Managing Goals

* Click **New** to create a new goal or objective.
* Use **drag and drop** to reorder and prioritise the list (GIF below)
* If a goal is no longer relevant, it can be **archived** instead of deleted, keeping history intact.
* Financial goals show a progress bar when amounts are entered, this is not mandatory

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2FWDG4cZkCBPPwe4XxbDqH%2FScreenshot%202026-02-08%20at%2011.19.18%E2%80%AFpm.png?alt=media&amp;token=6156147e-7732-4dbb-9510-e6353b3d3896" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
This helps maintain a clear, prioritised view of what matters most to the client.
{% endhint %}

**How to reorder a goal**

<figure><img src="https://3555949013-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqzoPnlIGiL5ejRdJEq5X%2Fuploads%2F0Jz5hjfmPRtnCy6ul2hq%2FReorder%20Goals.gif?alt=media&amp;token=33f5d511-11de-4609-9891-d7eb16bed754" alt=""><figcaption></figcaption></figure>
