Using Verdly

Setting and tracking milestones

Set targets for your net worth, a category or a single holding, track your progress, and let Verdly project when you'll get there.

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Milestones are personal targets: a number you’re working towards, or down to. Verdly tracks your progress and, once you have enough history, projects when you’ll reach it.

Create a milestone

On the Milestones page:

  1. Label: name it, for example “First Million”.
  2. Target: choose what it tracks: your Net worth, Gross worth, Total debt, one of your holdings, or a category.
  3. Direction: count up towards a bigger number, or count down towards a smaller one (like clearing a debt). Verdly picks a sensible default you can override.
  4. Target amount: the figure you’re aiming for.

Select Add milestone. You can keep up to five.

Track your progress

Each milestone shows a progress bar and percentage, plus a status:

  • Achieved: you’ve reached the target.
  • On track: with an estimate of when you’ll get there, such as “around March 2026, typically between January 2026 and May 2026”.
  • Not on track: your current trend won’t reach it.
  • Insufficient data: not enough history to project yet.

A chart plots your history as a solid line, the projection as a dashed line, and your target as a reference line. Where there’s enough history, a shaded band around the projection shows the likely range of outcomes, so you can see the spread rather than a single date. For a target that’s a long way off, the chart shows your trajectory on your current pace instead of a precise date. Your milestones also appear as markers on the dashboard’s net worth trend.

For a closer look at how to read that chart and how the projection is worked out, see how milestone projections work.

Edit or remove a milestone

Open the menu on any milestone to Edit its label, target or direction, or to Delete it. Deleting a milestone doesn’t touch your snapshots. It only removes the target and its projection, so you can change your goals as your plans change.

Currencies

A milestone on a single holding uses that holding’s currency; every other milestone uses your home currency.

Next steps