Guide
Reports

Guide section

Reports

Goals report

Track savings contributions and goal progress over a selected period.

The Goals report tab summarizes how much you added to savings goals during a chosen time range — separate from everyday spending charts.

Open goals report

  1. Tap Reports
  2. Select the Goals tab

Requirements

  • Sign in and enable cloud sync
  • At least one active savings goal

Without goals, the tab may be empty — create goals under Settings → Money → Goals.

Period filter

Use the same period control as other reports — This month, Last month, Custom range, etc. Totals update for contributions and withdrawals in that window.

What you will see

Depending on your data, the Goals tab may show:

  • Total contributions in the period
  • Per-goal breakdown — how much went to each target
  • Progress context — ties to goal targets set on the Goals screen

Withdrawals (money taken out of a goal) may appear as negative or separate lines in history — check Transactions → Goals for detail.

Add contributions from here

Most users contribute via:

Notifications

Enable Goal milestones under Settings → Alerts for push notifications at 50%, 75%, and 100% progress.

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