GoalSeek - Money Made Simple

Goalseek

About this app

Managing money shouldn't feel overwhelming. GoalSeek brings your entire financial life into one place, so you always know where you stand, where you're going, and what to do next.

SEBI-registered. Linked via RBI's secure account aggregator. Your data stays yours - always.

What GoalSeek does for you:

• Expense & Cashflow Tracking – See exactly where your salary goes every month. Track your income, spending, and what's left.

• Net Worth Dashboard – Know your true financial picture. Assets, liabilities, investments - all in one view, updated automatically.

• Goal Planning – Set goals that matter: your home, your child's education, retirement, or anything else. Track progress and stay on course.

• Financial Checkup – Discover your money personality, understand your risk profile, and get a personalised financial score.

• Family Financial Planning – Add your family members and stay on top of what matters: whether a will is in place, special needs are accounted for, and guardians are assigned.

• Your Advisory Team – Add your CA, insurance advisor, financial planner, or anyone on your financial team - all in one place, easy to reach.

• Book Expert Sessions – Connect with financial pros for one-on-one guidance tailored to your situation.

• Vault – Store all your important financial documents safely. Access them anytime.

• Smart Calculators – Quick, jargon-free calculators for every financial decision.

• Learn – Build your financial knowledge with lessons designed for everyday Indians.

• Earn as You Go – Complete tasks, unlock levels, and build your financial confidence - one step at a time.

Simple enough for beginners. Powerful enough for the financially aware. Built specifically for Indians who want to take real control of their money.

Download free and get started in minutes.

What’s new

GoalSeek keeps getting better.

This update brings a round of refinements across the app, so everything feels smoother and more reliable:

•⁠ ⁠Small fixes for accuracy and consistency
•⁠ ⁠A cleaner, more polished experience
•⁠ ⁠Behind-the-scenes stability improvements

Coming soon: Pro members will be able to download their financial insights to keep or share.

Have a question or an idea? We'd love to hear it at [e-mail]