Savings

A savings represents money you want to set aside.

Creating a saving

Open the app's Left menu > Savings then tap the + button. You can edit all these fields later.

  1. Enter the goal in the top right corner where it says 0.00
  2. Give it a description, and optionally customize the icon
  3. Enter the initial amount, say if you have already started saving (default 0)
  4. (Optional) Choose an expiration date, which is when you want to finish saving money by. Nothing happens if you don't meet the goal by this date, the saving will stay open.
  5. Choose a wallet
  6. (Optional) enter a memo

You can see your saving in the savings page. There will be a progress bar showing you how close you are to completing the money goal (not the expiration date).

You can always find the savings in the same Left menu > Savings page. When you reach the goal, or if you archive it, it will be moved to the "completed" tab.

Depositing money to a saving

Go to the app's Left menu > Savings and find the card for the savings in the list. Tap the "deposit" button. You will be brought to the create transaction form. This can come from any wallet.

After creating this deposit, you will see a transaction subtracting money from that wallet with the category Deposit. In the savings page, you will see the card update your progress.

Withdrawing money from a saving

Go to the app's Left menu > Savings and find the card for the savings in the list. It may be in the "completed" tab if you reached the goal. Tap the "withdraw" button. You will be brought to the create transaction form. This can go to any wallet.

After creating this withdrawal, you will see a transaction adding money to that wallet with the category Withdrawal. In the savings page, you will see the card update your progress.

Viewing the saving's history

You can see all deposits and withdrawals to a saving in a list. Go to the app's Left menu > Savings, find your saving (it may be in the "Completed" tab), tap on it, then tap the list button in the upper right (it looks like 3 horizontal lines).

Archiving savings

To reduce clutter on the "Running" tab, you can archive a savings. This moves it to the "Completed" tab. Open the app's Left menu > Savings, tap on the saving's card, then tap the archive icon in the top right corner. You can unarchive by pressing that icon again.

Editing or deleting a savings

You can edit a saving by opening the app's Left menu > Savings, tap on the card, then the three dots in the upper right corner, then Edit. Note that this won't change the deposits or withdrawals. To edit those, you have to find the transactions in the history and edit them like transactions.

To delete a savings, open the same three dot menu but tap delete instead of edit. You will be asked to confirm. This will delete the saving and all deposits and withdrawals.