Appearance
Goals & Obligations
Goals & Obligations let you earmark a slice of what you earn toward something specific — taxes, tithing, a mortgage or car payment, savings, or an emergency fund. You tell each goal what percentage of your earnings it should receive, and the app keeps a running total as you log work. On a schedule you choose, that total can reset so each period starts fresh.
Two common ways people use it:
- Per-paycheck percentages — set aside, say, 25% of everything you earn for taxes and 10% for tithing.
- Known monthly obligations — if you have a rough sense of what you earn in a month and your fixed costs (rent, a car payment), you can express those as a percentage too.
The aim is to keep it simple: each goal has a percentage, a running contributed amount, and a reset rhythm.
Creating a goal
- Open Goals & Obligations from the bottom navigation.
- Tap the + button (top right).
- Fill in the dialog:
| Field | Meaning |
|---|---|
| Name (required) | What the goal is — e.g. "Taxes", "Tithe", "Mortgage". |
| Description | An optional note. |
| Contribution % | The percentage of each work entry's amount that funds this goal (0–100). |
| Reset | How often the running total returns to $0. See Reset schedules. |
| Auto reset | Appears once you pick a reset schedule. See Automatic vs. manual resets. |
| Image | An optional picture shown on the goal's card. |
- Tap Save.
Each goal appears as a card. The front shows its name and picture; flip the card to see the contributed amount so far, the percentage, and the reset cadence.
How contributions add up
A goal grows from your time entries. When you log a new entry, its amount is hours × bill rate. Each contributing goal receives its percentage of that amount.
For example, with these goals:
| Goal | Contribution % |
|---|---|
| Taxes | 25% |
| Tithe | 10% |
…a new time entry worth $400 would add $100 to Taxes and $40 to Tithe.
The "Apply to goals" toggle
When you add a new time entry, the entry dialog shows an Apply to goals switch:
- It's on by default, so logging work funds your goals automatically.
- Turn it off for any entry that shouldn't contribute (for example, non-billable or one-off work).
- It only appears when you have at least one goal with a contribution percentage.
Edits don't contribute
Contributions are applied only when you create a time entry. Editing an existing entry never adds to (or removes from) your goals — this keeps your totals from drifting if you adjust an entry later. If an edit needs to be reflected, adjust the goal's amount directly (see Reconciling).
Adjusting the amount (reconciling)
Open a goal and you'll see a Contributed field showing the current running total. You can type a new value and Save to correct it at any time — handy when:
- you edited or deleted a time entry after it contributed,
- you moved money in or out of the goal in real life, or
- you're setting a starting balance.
This is a simple, direct update — the app won't fight you on it.
Reset schedules
A reset returns a goal's contributed amount to $0 so the next period starts clean. Pick a cadence from the Reset dropdown:
| Choice | When it resets |
|---|---|
| Never | Never resets automatically — the total just keeps growing until you reset it yourself. |
| Daily | Every day. |
| Weekly · (day) | Every week on the day you choose (e.g. Weekly · Tuesday). |
| Monthly · 1st | The 1st of every month. |
| Monthly · 15th | The 15th of every month. |
| Yearly · January 1 | Once a year, on January 1. |
Resets take effect at the start of the day for the chosen date.
Which schedule should I pick?
Match the reset to how you'll use the money. Taxes you pay quarterly or yearly might use Yearly; a monthly tithe or bill fits Monthly; a weekly "fun money" envelope fits Weekly.
Automatic vs. manual resets
Once you choose a reset schedule, an Auto reset switch appears. It controls whether the app resets the goal for you.
Auto reset OFF (the default)
The goal will not reset on its own. When a reset date passes, the goal becomes pending — the dialog shows a note like:
Reset pending since Jan 1, 2026 — use Reset to apply it.
You then apply it whenever you're ready by pressing the Reset button (next to the Contributed field). This gives you full control — useful when you want to record or move the money before zeroing it out.
While a reset is pending
If new time entries contribute before you apply a pending reset, their amounts add to the existing total. Applying the reset later zeroes everything; nothing is lost or double-counted — the reset simply waits for you.
Auto reset ON
The goal resets by itself as soon as a reset date passes (the next time you open the app). When you switch Auto reset on, the app asks you to confirm, spelling out the cadence — for example:
The contributed amount will automatically reset to $0 every Tuesday.
Press OK to keep it on, or Cancel to leave it off.
The Reset button
Inside a goal's dialog, the Reset button (beside the Contributed amount) immediately sets the total back to $0 and records the moment as the last reset. You'll be asked to confirm first. Use it to:
- apply a pending reset, or
- manually start a fresh period any time, regardless of schedule.
Projected contribution
If a goal has a reset schedule and your clients have work schedules, the dialog shows a Projected amount — an estimate of how much the goal will receive over the current reset period:
Projected: $400 / period
Hover the ⓘ icon to see the date range the estimate covers.
It's an estimate
The projection multiplies a full period of your currently-known scheduled work by the goal's percentage. It can't know about future raises, schedule changes you haven't entered, or unplanned work — so treat it as a helpful ballpark, not a promise. Your real total always comes from the actual time entries you log.
Last reset
The dialog shows Last reset: the date and time the goal was last zeroed (manually or on schedule). A goal that has never reset — for example one with no schedule — shows Never.
Editing and archiving goals
- Edit a goal by tapping its card and changing any field, then Save.
- Archive a goal you no longer need with the Archive button. Archived goals are hidden from the Goals page but kept; you can restore or permanently delete them later. See Archiving & deleting.
Worked example
Say you want to set aside money for taxes and giving:
- Create Taxes — Contribution 25%, Reset Yearly · January 1, Auto reset off (you'll move the money to a savings account yourself, then reset).
- Create Tithe — Contribution 10%, Reset Monthly · 1st, Auto reset on (it can zero itself each month).
- Log your work as usual, leaving Apply to goals on.
Now every billable entry quietly funds both. At month-end, Tithe shows what you owe and resets automatically. At year-end, Taxes shows your set-aside; you move it, then press Reset.
Quick reference
- Contributions come from new time entries (percentage × amount), only when Apply to goals is on.
- Edits never contribute — reconcile by editing the Contributed amount.
- Reset schedule decides when the total zeroes; Auto reset decides whether the app does it for you.
- Auto reset is off by default, so resets wait as pending until you apply them with Reset.
- Projected is a best-effort estimate based on your client work schedules.