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Savings Plans ​

A savings plan helps you save toward a specific goal: set a target amount and start/end dates, track your progress, and keep going until you reach it.

Where to find it ​

AppLocation
Android app"Me → Savings Plans"
Web appLeft menu "Savings Plans"
Desktop appLeft navigation "Plans"

Create a plan ​

  1. Tap "Add plan"
  2. Enter a plan name (for example "Sanya travel fund" or "Emergency fund")
  3. Choose the start date and end date
  4. Enter the target amount (must be greater than 0)
  5. Optional: a note
  6. Save

Plan statuses ​

StatusMeaning
In progressThe plan is running; progress and remaining time are shown
CompletedThe goal has been reached; the completion time is recorded
CanceledGiven up partway through; the cancellation time is recorded

Progress tracking ​

A plan that is in progress shows:

  • Target amount and saved amount: the saved amount is calculated automatically from your income and expense data during the plan period — no manual entry needed
  • Progress bar: shows the completion ratio at a glance
  • Remaining time: the number of days left until the plan's end date

Manage a plan ​

  • Edit: change the name, start/end dates, or target amount
  • Complete / Cancel: end a plan manually when you reach the goal or give up partway; the time of the action is recorded
  • Delete: removes the plan and its change history — use with care

Change history

Every change to a plan leaves a record; you can view the history of changes in the plan details.

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