App, journal, website or other method for goal planning/tracking?

[EconDiva]

Hi everyone,

I don't usually do New Years' resolutions but I do have some goals right now I want to accomplish within the next 1-2 years that I need to get 'out of my head' and onto paper.

I'm not always the most organized person and am trying to do better at keeping these goals at the forefront of my mind and feel I need to organize my thoughts and track my progress in order to have a fair chance at meeting these goals.  A good deal of them are financial or somehow financially related, but not all of them.  I want to be able to write about them on a very high level (what the goals are and general timeframes for reaching), with the option of managing steps/tracking progress towards them and just journaling about them too.

At first I was thinking of just getting a notebook and sectioning it off however I want but honestly don't know where to start (again, I'm not the best at putting organization and structure into things).  I don't want to spend a ton of money but this is important to me right now so I'm open to various methods/suggestions.

Thoughts?

[catccc]

re-reading GTD right now, so the step "Capture" comes to mind right now.

For a most basic start, I'd recommend networthshare.com
(here's mine: https://www.networthshare.com/portfolio/sustainablesavings)

It is basically a site I use to track my net worth on a monthly basis.  There is a free-form narrative section I use at the start of each year to declare my goals.  Then each month I use it to record anything notable and remark on my progress towards those goals.  Sometimes I modify the goals.

Anyway, like I said it's pretty basic.  For me it's a high level view of what's going on with me financial.  I have oodles of excel behind the scenes that I like to use, and I use YNAB, so there is a wealth of info there on my spending habits.  But overall, FIRE for me is about getting my NW to a certain point.  (I have no rental properties or anything like that, my portfolio will be the basis of my FIRE.)

[arebelspy]

Short term tracking to progress is different than long term keeping a list of goals.

For the latter, there's tons of to-do lists and methods, you'll have to find what you prefer. Something like Habitica is popular for gamifying it.

For a long term list, I just have an Evernote note that keeps long term ideas I want stored, but I may only reference or glance at every six months or a year.