ClearCheckbook Knowledge Base
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Save-Up Tracker
Use the Save-Up Tracker to help you save your money for a purchase. Enter a goal name, how much you want to save and which account you want the funds to come from. You can also optionally add a deadline and account percentage options to each goal. Hover over the progress indicator for more details about your goal.
You can find the Save-Up Tracker by clicking on Tools at the top of the page, then click on the Save-Up Tracker link.Table of Contents
What does the Save-Up Tracker do?
If you're saving up for something and want to keep track of when you can afford it, you can add that item to the Save-Up Tracker.
You can set how much the item costs and then use a percentage of your account balances to determine if you can afford to purchase that item.
A good example would be if you are saving up for a new DSLR camera which costs $3,500, but only feel comfortable buying it when you have $10,000 in your Savings account, you can set a goal so when 35% of your Savings balance meets or exceeds $3,500 you will be alerted.Add a Saving Goal
To add a new goal, click on the blue + Add Saving Goal button at the top of the Save-Up Tracker. When you do, a form will appear where you can enter the details of the goal.
The fields in the Add Goal form are explained in the table below.
| Field | Description |
|---|---|
Goal Name |
The name of what you are saving for. |
Amount to Save |
How much the item will cost. |
Account |
If you want to use the balance for a specific account or all accounts combined. |
Account % |
Optional. If you want to limit the goal to a certain percentage of your account balance. |
Deadline |
Optional. You can enter a deadline that you hope to reach your saving goal. |
Goal List
The list of goals shows the goal name, account, amount, deadline and progress as well as options to edit or delete the goal.
Each goal will have a color associated with it based on the status and progress of the goal. The various colors are explained in the table below.
| Label | Color | Description |
|---|---|---|
Goal |
This is a goal that hasn't met its deadline and hasn't been met. | |
Goal Reached! |
You have enough money in your account to meet your goal. | |
Goal Overdue! |
You set a deadline for the goal but that date has passed without the goal being met. |
Editing a Goal
You can edit any of your goals by clicking on the Edit link under the goal you want to change.
A new form will appear with the details of the goal pre-populated. You can simply make any changes you need to and then save it.
Deleting a Goal
To delete a goal, click on the Delete link under the goal you want to remove.
