On the Goals tab, you can manage all your existing goals and create new ones.
Switching between views
At the top of the page, you can toggle between different views:
- - All: Displays a list of all your goals.
- - Expense: Shows only expense-related goals.
- - Income: Displays income-focused goals.
- - Savings: Lists only savings goals.
Creating a new goal
No matter which view is selected, you can always tap "+ Add new" at the bottom of the screen to create a new goal. When creating a goal, make sure to provide at least a name and an amount, as these are required to save the goal.
You can further customize your goals by using additional parameters, such as:
- Setting a good-looking image to represent the goal visually.
- - Linking specific accounts.
- - Setting a currency for the goal.
- - Choosing relevant categories for the goal.
- Including transfers, debts, and asset transactions in the goal’s calculations. - - Defining recurrence preferences.
Editing existing goals
By clicking on any existing goal, you'll access a detailed view where you can:
- - Edit the goal’s details.
- - Review transactions included in the goal’s calculations.
- - View all previous periods of the goal.
Tip: To access more historical data, consider adjusting the goal’s start date to an earlier point in the past.
Quick access to goals
For faster access, add your most important goals as widgets on your Dashboard. This ensures they’re visible on your main screen at all times. More details about goal widgets can be found [here].