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Goals & projects

Create a savings goal

Track progress toward a target amount and date.

3 min read

Create

  1. 1
    Open Goals in the sidebar
  2. 2
    Tap "Create goal"
    The Create goal dialog opens with the subtitle "Set a savings target — laptop, vacation, emergency fund."
  3. 3
    Enter Goal name
    Placeholder "e.g. MacBook Pro".
  4. 4
    Enter Target
    Required.
  5. 5
    Enter Already saved
    Optional. Defaults to 0.
  6. 6
    Pick Target date (optional)
    Date picker. CiviQ uses this to compute monthly needed.
  7. 7
    Pick an Icon
    Six options: Target, House, Airplane, Laptop, GraduationCap, ShieldCheck.
  8. 8
    Pick a Color
    Five options: Blue, Green, Coral, Yellow, Purple.
  9. 9
    Tap "Create goal"
    The goal appears on the Goals page.

Add money to a goal

  1. 1
    Open the card three-dot menu
  2. 2
    Tap "Add money"
    A dialog opens with the subtitle "Bump your goal's current saved amount."
  3. 3
    Enter the amount and tap "Add money"
    Saved amount goes up; progress bar refreshes.

Status badges

  • 🟢 On track
  • 🔴 Behind
  • 🔵 Completed