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Goals

Goals help you plan and track financial progress by setting specific funding targets for each category in your budget. Whether you're saving for a vacation, building an emergency fund, or preparing for recurring expenses, goals give purpose to your money and help you stay on track.

Setting a Goal

1. Go to the Budget Page

  • Find the category where you want to set a goal.
  • Click the cell in the Goal column.

2. Define Goal Settings

A goal-setting menu will appear with the following options:

  • Frequency: Choose how often you'd like to contribute toward the goal:

    • Daily
    • Weekly
    • Monthly (default)
    • Yearly

  • Amount: Enter the dollar amount to contribute at the selected frequency.

  • Maximum Balance (Optional): Set a cap on the total amount available in this category. Once reached, suggested contributions will pause until the balance drops below the cap.

3. Save Your Goal

  • Click Save to apply the goal.
  • The goal applies to the current and all future months. Past months and previous goals remain unchanged.

Assigning Funds

Each month, you assign funds to your categories based on your goals.

  • In the Assigned column, enter the amount you want to budget for the category.
  • You can enter any amount, whether it matches the goal, exceeds it, or falls short—giving you full control.

To speed things up, use the Fund button:

  • Clicking it assigns the exact amount suggested by the goal.
  • Click the Fund button for a category group to fund all categories in that group.
  • Click the Fund button in the table header to fund every category at once.

Editing a Goal

  • To make changes, click the Goal cell and update the settings.
  • Goals can't be removed, but you can set the amount to $0 if you no longer want to fund it.

How Goals Affect Your Budget

  • Goals help guide your monthly planning.
  • You can track progress through the Assigned and Activity columns, which show how much you’ve budgeted and spent.
  • Use the Fund buttons to quickly align your budget with your goals and keep your plan on track.

By setting clear goals and funding them intentionally, you can stay focused on what matters most—while still keeping the flexibility to adapt month to month.