Help

Goals

Save up for something, or set money aside each month for a bill that comes once a year.

On the web and the iPhone app

Try it

Switch between Expense and Transfer. Money moved into a goal is a transfer, so spending stays put.

Card billBills · UPI₹15,000
CategoryBills
Paid withUPI
Spent in October

Counted twice: the card purchases are already in

Sample data. Nothing here changes your sheets.

How to use it

  1. Step 1 of 4: Open a sheet and tap the piggy bank (Goals). On iPhone, tap ≡ at the top right › Goals. Then tap New goal.
  2. Step 2 of 4: Pick Save up for a target, like a trip: give it a Target, and if you like a date (By) and an amount to Set aside each period.
  3. Step 3 of 4: Pick Every year for a bill that comes once a year, like car insurance: give it the Amount a year and the month it’s Due. Arc sets aside a share of it every period.
  4. Step 4 of 4: Open a goal and tap Add money or Take out. Choose This month’s budget (today’s amount changes) or Outside my budget and an account (today’s amount stays the same).

Where to find it

On the web
Sheet › piggy bank button (Goals), or Plan in the sidebar
On iPhone
Sheet › ≡ (top right) › Goals, or the Plan tab

Good to know

  • Money in a goal never counts as spending. What’s set aside for goals comes out of what daily pace spreads over the days left.
  • Goals belong to the sheet, so everyone in a shared sheet sees them. Viewers can look but not add money.
  • Done with one? Edit it and tap Archive goal. Its entries stay.