Set a spending or savings goal

Choose what to track

Open Menu → Goals → + and choose:

• Limit: a maximum for one category, several categories or everything. For example, €200 a month on restaurants.
• Savings: income left after spending. Income tracking must be enabled.
• Jar: money you set aside yourself for something specific. See the jar guide.

Goals are free. You can also ask in the bar: “Set a monthly restaurant limit of €200”.

Amount and period

Name the goal, choose categories and set an amount. With income tracking, supported goals can use a percentage of income. Without recorded income for the period, that percentage cannot be calculated.

Periods can be weekly, monthly, yearly, custom or one-off. Check the dates: a repeating goal is tracked by period; a one-off goal keeps its progress until you finish it.

Follow progress

Open a goal to see its progress, what is left and the entries that count. Repeating goals retain past periods. Analysis flags months marked as incomplete.

You can edit, pause or archive goals and reactivate them when appropriate. Archiving removes a goal from the active list while keeping it available to revisit.

Notifications and widgets

Manage goal alerts in Notifications. For progress on your iPhone's Home Screen, open Menu → Widgets and add the widget through iOS. Updates are scheduled by the system, not delivered as a live counter.