Create
- 1Open Goals in the sidebar
- 2Tap "Create goal"The Create goal dialog opens with the subtitle "Set a savings target — laptop, vacation, emergency fund."
- 3Enter Goal namePlaceholder "e.g. MacBook Pro".
- 4Enter TargetRequired.
- 5Enter Already savedOptional. Defaults to 0.
- 6Pick Target date (optional)Date picker. CiviQ uses this to compute monthly needed.
- 7Pick an IconSix options: Target, House, Airplane, Laptop, GraduationCap, ShieldCheck.
- 8Pick a ColorFive options: Blue, Green, Coral, Yellow, Purple.
- 9Tap "Create goal"The goal appears on the Goals page.
Add money to a goal
- 1Open the card three-dot menu
- 2Tap "Add money"A dialog opens with the subtitle "Bump your goal's current saved amount."
- 3Enter the amount and tap "Add money"Saved amount goes up; progress bar refreshes.
Status badges
- 🟢 On track
- 🔴 Behind
- 🔵 Completed