Budgets & Goals
SECTION 6 — Goals Guide
Goals help you track specific savings targets.
Creating a Goal
- Open Plans and select the Goals tab.
- Enter the Goal Name (e.g., Laptop, Emergency Fund).
- Set the Target Amount and the Target Date.
- Choose an identifying Emoji Icon.
Saving Toward Goals
- Goal Contributions: When logging a transaction, you can link it to a Goal.
- Manual Additions: Tap "Add to Goal" directly on the Goal Card to log a deposit.
Goal Milestones & Celebrations
The app tracks progress and triggers full-screen confetti animations to reward your progress:
- 🎉 50% Milestone: Triggers when you reach half of your target.
- 🌟 75% Milestone: Triggers as you near the target.
- 🏆 100% Completion: Triggers when the goal is achieved.
SECTION 7 — Budget Guide
Budgets prevent overspending by tracking category limits.
Creating a Budget
- Select the Budgets tab inside the Plans portal.
- Select a Category and set your Monthly Limit.
- Choose a custom category icon.
Budget Alerts & Forecasts
- Progress Warnings: Budgets change color as you spend:
- Green: Safe (<80% spent).
- Orange (Warning): High consumption (>80% spent).
- Red (Exceeded): Limit exceeded.
- In-App Alerts: You will receive notifications when a budget exceeds 80% or 100% of its limit.