How investments work in Finlo

Investments are tracked as recurring contribution goals — a named target like "Index fund" or "Retirement account" tied to a platform, plus the amount you plan to contribute each cycle.

Setting up an investment

• Name — what you're calling this investment.
• Platform — where the money goes (a brokerage, an app, a fund manager).
• Default contribution amount — how much you typically add each cycle.

Confirming a contribution

Your active investments show up on the dashboard as goals you can confirm each cycle. Confirming one creates a real transaction, paid from a bank account, and logs the platform on it automatically. Unlike savings goals, investments don't track a target amount — they're just an ongoing contribution habit you're keeping consistent.