C11 / Categories

Create a savings goal

Set up Emergency fund with opening balance, monthly contribution and overall goal.

Find it: Categories > Edit or Add category

Video walkthrough

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Worked examples use sample data, not your account. Reference screenshots show the current app controls in a Windows preview; their example amounts may differ from this lesson. Android system prompts vary by device.

Step 1

Select Savings

  1. Open the category editor
  2. Check name, icon and purpose
  3. Keep the same category when editing

Name your category Emergency fund and choose Savings.

Creating the category is setup, not making a deposit.

Step 2

Enter opening and targets

  1. Read the setup field
  2. Enter your own agreed amount
  3. A target is not a transaction

Set an opening balance only for savings you already hold, then enter your monthly contribution target.

The overall goal is your destination, not money already saved.

Step 3

Check the saved goal

  1. Check the verified saved state
  2. Read the highlighted value
  3. Setup is separate from money movement

Emergency fund appears under Savings and bank accounts after the verified save.

Targets do not create deposits; use Add Transaction to record later contributions at their actual dates.

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Screenshot

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