GuidesSavings

Create a savings goal

Savings goals let you set a target amount and track your progress toward it — a holiday fund, emergency buffer, new laptop, whatever you're saving for.

Create a goal

  1. 1Go to Savings in the sidebar.
  2. 2Click New goal.
  3. 3Fill in the goal name, target amount, budget, and optionally a deadline and icon/colour.
  4. 4Click Create goal.

Add money to a goal

  1. 1Open Quick entry or Bulk entry.
  2. 2After selecting a budget, choose a Savings goal from the dropdown.
  3. 3Save the transaction — the amount is added to the goal's balance.

Automate contributions

  1. 1Open the goal from the Savings page.
  2. 2Click Set up automation.
  3. 3Choose a frequency and contribution amount.
  4. 4Click Save automation.

You can pause or cancel the automation at any time from the goal detail page.

Edit or delete a goal

  1. 1Open the goal from the Savings page.
  2. 2Click Edit to update the name, target, deadline, or appearance.
  3. 3To remove a goal, click Delete goal and confirm.

Deleting a goal doesn't delete the transactions that were allocated to it.

What's next

Add a transactionRecurring income