Dashboard › Investment

What it is for

Compares the monthly contribution goal with what was contributed, so you know if you are on pace.

Before you start

• Have at least one month logged.
• Close finished months.

Step by step

1. Open Dashboard › Investment.
2. See the total invested in the year against the goal.
3. Read the Expected × Actual table by month.
4. Log contributions as entries in the reserve/investment category.

Every action on this screen

Year total

Example: R$ 18,400 invested, goal R$ 24,000.

Expected × actual

September: expected R$ 2,000, actual R$ 2,500 (+R$ 500); November: R$ 1,500 (−R$ 500).

Open the month

Click the month to see the contributions logged.

Shortcuts

• ⌘K: go to another screen. F1: Dashboard help.

Common problems

Nothing shows as actual. The contribution must be logged in the month, under the reserve category.

See also

• Dashboard › Goals
• Dashboard › Evolution
• Month