Guides
Savings

How to track savings with Budget Vision?

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TL;DR: Create a new account for each savings goal. Toggle the "Hide in the dashboard" switch to exclude the account from your regular budget.

Step by step guide

Create a new (hidden) account

Give it a name that describes your savings goal. For example "New car" or "Emergency fund".

Optionally, toggle "Hide from dashboard" switch. This will exclude the account from your regular budget. You can turn it back on at any time to see your progress.

Add account

(Optional) Toggle the "Show hidden accounts in the dashboard" switch

Go to quick settings on top right corner and toggle the "Show hidden accounts in the dashboard" switch. This will show all hidden accounts in the dashboard.

Open settingsToggle hidden accounts

Add a transaction

Add a transaction to the account to track your progress. For example, if you want to put 100 EUR into emergency fund, add a transaction with this amount.

Add transactionAdd transaction

Track your progress

Then you can track your progress in the dashboard. In accounts list you will see the total amount of money in each of your savings accounts.

You can switch "Show hidden accounts in the dashboard" switch back to hide the accounts from the dashboard.