1. Choose a measure
Open Goals & backups and create a goal. Choose from supported measures such as asset value, liability value, equity or net worth.
2. Select the records
Choose all applicable records or a particular selection. For example, use one liability if you want to follow the recorded balance of a particular loan.
3. Enter a target and direction
Set the target you want to track and whether the measure should increase or decrease. The app calculates progress using your recorded values.
4. Keep your records current
Update the underlying values as your circumstances change, then review the goal. Progress history records at most one later point per day.
A goal does not provide a forecast, target date or automatic reminder. It is a way to track a target you have chosen, not a recommendation about which target to choose.
