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CAP-054 — Goal-based savings with target date

Category Saving & wealth
Business goal Not yet linked to a business goal
Satisfying module MOD-051 Automation rules engine
Mode AUTO
BD owner BD01 Customer
Human needed No

Named savings goals with a target amount and target date — "Holiday: NZD 3,000 by December". The automation rules engine calculates the required weekly or fortnightly contribution to reach the target on time and sets up a recurring internal sweep from the everyday account. Progress is tracked in-app with a visual indicator of on-track / behind / ahead status.