Docs

Savings goals and funding progress

The goal list shows the target amount, actual amount saved, remaining amount, and deadline. Planned monthly contributions are shown separately and are not counted as money already saved.

DocumentationDocsGuidePlanningGoalsSavingsProgress

Target, funded amount, and time

The target is how much needs to be saved. Actual progress is how much is already available. The deadline is the date by which the remaining amount is needed.

Actual money and planned contributions

The balance of a linked wallet counts as actual savings. A monthly contribution is used only to project future progress.

Goal settings

Goal details let you change the target, deadline, linked wallet, and monthly contribution. Complete a reached goal or archive one you no longer need without deleting its history.

Goals in a shared workspace

Members of a shared workspace see the same target, deadline, and linked-wallet progress. Editing depends on their role.