Dashboard › Goals

What it is for

Set how much you want to save and by when; the app computes how much to set aside per month from your leftover.

Before you start

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

Step by step

1. Open Dashboard › Goals and click Create the first goal.
2. Enter name, amount and deadline (for example, "Trip", R$ 6,000, December).
3. See what is left and the months to finish everything.
4. Follow progress with each closed month.

Every action on this screen

Create goal

Name, amount and deadline. Example: Emergency fund, R$ 30,000, in 18 months.

Edit and delete

Use the row menu (right-click) or the card buttons.

What is left

Shows the total missing and in how many months you get there with the current leftover.

Shortcuts

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

Common problems

Monthly leftover is zero. Close months so the app can estimate your leftover.

See also

• Dashboard › Future
• Dashboard › Investment
• Analysis