Personal Finance Tracker
Personal FinanceDocumentation
  • Guides
Overview
  • Introduction
Getting Started
  • Getting Started
  • Creating Your Account
  • Understanding the Dashboard
  • Setting Up Your Profile
Bank Accounts
  • Bank Accounts
  • Adding a New Account
  • Viewing Account Details
  • Editing Account Information
  • Managing Multiple Accounts
Transactions
  • Transactions
  • Filtering & Searching
  • Adding an Expense
  • Adding Income
  • Viewing Transaction Details
  • Editing Transactions
  • Bulk Editing
  • Deleting Transactions
Smart Input Features
  • Smart Input
  • Voice Input for Transactions
  • Receipt Scanning
Budgets
  • Budgets
  • Creating a Budget
  • Setting Budget Categories
  • Tracking Budget Progress
  • Editing Budgets
  • Budget Alerts
Goals
  • Goals
  • Creating a Financial Goal
  • Contributing to Goals
  • Tracking Goal Progress
  • Editing Goals
  • Completing Goals
Reports & Analytics
  • Reports
  • Viewing Financial Reports
  • Understanding Charts
  • Pie Charts & Breakdowns
  • Exporting Reports
  • Monthly/Yearly Summaries
Preferences & Settings
  • Preferences
  • Customizing Preferences
  • Notification Settings
  • Currency & Format
  • Account Settings
Tips & Best Practices
  • Tips
  • Budgeting Best Practices
  • Goal Setting Strategies
  • Organizing Transactions
  • Using Categories Effectively

Contributing to Goals

Learn how to add money to your savings goals from your accounts

1

Navigate to Goals Page

Go to the Goals page from the main navigation. You'll see all your active savings goals displayed with their current progress.

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2

Click Make Contribution

In the Quick Actions card, click the Make Contribution button. This opens a dialog where you'll specify which goal to contribute to and how much.

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3

Select Your Goal

Click the Select Goal dropdown and choose which goal you want to contribute to. Each option shows:

  • Goal name
  • Current amount saved
  • Target amount

This helps you see which goals need more contributions and which are close to completion.

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4

Choose Source Account

Click the Select Account dropdown and choose which account the money will come from. Each account shows:

  • Account name
  • Current balance

Make sure the account has enough balance to cover your contribution. The system will check this before allowing the contribution.

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5

Enter Contribution Amount

In the Contribution Amount field, enter how much you want to contribute. Important notes:

  • Amount must be greater than $0
  • Cannot exceed your account balance
  • Can contribute any amount - no minimum required

The money will be deducted from your selected account and added to your goal's current amount.

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6

Set Contribution Date

Use the date and time picker to set when this contribution was made. By default, it's set to the current date and time. You can adjust this if you're recording a contribution that was made earlier.

7

Add Notes (Optional)

Optionally, add a note about this contribution in the Notes field. Examples:

  • "Monthly savings deposit"
  • "Birthday money from grandma"
  • "Tax refund contribution"
  • "Bonus from work"

Notes help you remember where the money came from when reviewing your goal progress later.

8

Complete the Contribution

Review all the details and click Add Contribution. The system will:

  • Deduct the amount from your selected account
  • Add the amount to your goal's current savings
  • Update the progress bar automatically
  • Check if you've reached your goal

You'll see your goal's progress bar update immediately to reflect the new contribution!

Pro Tip

Set up a regular contribution schedule - like contributing every payday or monthly. Consistent small contributions add up faster than you think and help you reach your goals without feeling the financial strain.

Important

Contributions directly affect your account balance. Make sure you have enough money in the account to cover expenses before making large goal contributions. Your emergency fund goal should be prioritized before other savings goals.