GoalsThe Goals workspace (under Plan) tracks two different kinds of intention, honestly separated:
Savings goals
A savings goal has a dollar target and optionally a target date — an emergency fund, a vacation, a roof. Each goal card shows the amount saved, percent progress, the remaining amount, and (with a target date) the required monthly contribution to arrive on time. A completed goal is visibly done.
Crypto allocation caps
“Keep crypto under 15% of my investable assets” is not a savings target — it's a constraint. A cap goal watches the actual share of your investable assets that crypto represents and states plainly whether you're inside the cap or over it, and by how much.
Selecting a goal
Click any goal card to see its details in the Inspector.
Where the numbers come from
Progress reads real account balances and portfolio values — a goal is a lens over the ledger, not a separate number you maintain by hand.
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