Savings goals

Requirements

Full savings goal features need cloud sync:

1. Sign in
2. Turn on Cloud sync under Settings → Account

Without sync, goal options may be limited or hidden.

Open goals

Create a goal

1. Open Goals from Settings or the Dashboard
2. Tap Add goal (or similar)
3. Enter a name — “Emergency fund”, “New car”, etc.
4. Set a target amount — how much you want to save in total
5. Optional: link a wallet if the goal uses a specific currency or account
6. Save

Add money (contribution)

Contributions increase progress and appear in Transactions → Goals.

Withdraw from a goal

If you spend saved money:

1. Open the goal
2. Choose Withdraw
3. Enter amount — this creates an expense-style entry and lowers goal progress

Recurring contributions

You can schedule automatic contributions:

1. Settings → Money → Scheduled entries
2. Create a schedule with type Goal contribution
3. Pick frequency (weekly, monthly, etc.)

See Scheduled entries.

Progress and history

Each goal shows:

• Percent complete toward the target
• Amount saved and amount remaining
• Contribution history — past adds and withdrawals

The Dashboard summarizes all active goals.

Shared goals in a household

In a household, goals may support Shared visibility so partners see progress. Set visibility when creating or editing the goal if the option appears.

Reports

Open Reports → Goals for period-based contribution totals and per-goal stats. See Goals report.

Delete a goal

1. Open the goal settings
2. Delete or archive — confirm when prompted

Past contribution transactions may remain in history unless you remove them separately.

Tips

Related guides

• Scheduled entries
• Account & sync
• Alerts