> ## Documentation Index
> Fetch the complete documentation index at: https://docs.commander.finance/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting a goal

> Create a goal on a budget line, an account, or your whole workspace in Commander Finance, then edit, pause, resume, archive, or restore it as plans change.

A goal tracks progress toward a target or a habit. You create one in Commander Finance from the **Goals** page or from a **Goals** section, and the goal stays attached to whatever it tracks.

## Creating a goal

Where you start decides which anchors you can pick:

* **From the Goals page**—tap **New Goal** in the page header. The wizard opens on the anchor step, so you choose what the goal tracks.
* **From the Budget page**—tap **New Goal** in the **Goals** section. The wizard opens on the anchor step here too.
* **From the Home page, a budget line, or an account**—tap **New Goal** in that page's **Goals** section. The anchor is already set—your workspace, that line, or that account—so the wizard skips ahead to the goal type step.

<Steps>
  <Step title="Choose what the goal tracks">
    On the anchor step, pick **Accounts**, **Budget lines**, or **Whole
    workspace**. Accounts and budget lines let you search and select one or
    more, and the goal tracks them together. Skip this step when you started
    from the Home page, a budget line, or an account.
  </Step>

  <Step title="Pick a goal type">
    Choose what the goal should work toward—a spending cap, a savings
    amount, a streak, and so on. The anchor you picked narrows the list.
    Only the types your [budget mode](/core-concepts/budget-modes) tracks
    appear by default; tap **Show all goal types** to reveal the rest, shown
    disabled with the reason they don't apply.
  </Step>

  <Step title="Set the target and timing">
    Fill in the fields the chosen type needs—a target amount, a deadline, a
    per-cycle minimum, or a reduction rule. **Fund a line consistently** and
    **Keep a contribution streak** set their target as **Cycles to reach**,
    a count of qualifying cycles rather than an amount. A **Keep a
    contribution streak** goal also asks for **Minimum each cycle**. A goal
    that builds a balance toward a target amount also offers **Keep tracking
    after the target is met**, which decides whether the goal completes or
    keeps holding the target. The [Goals](/core-concepts/goals) page lists
    which types those are.
  </Step>

  <Step title="Name and confirm">
    Commander suggests a name you can edit, and you can add a description
    and pick a color. Review the summary, then tap **Create goal**.
  </Step>
</Steps>

The goal appears on the **Goals** page and in the **Goals** section of whatever it tracks—the Home page for a workspace goal, or the budget line or account otherwise—with its first status reading.

## Managing a goal

* **Open**—tap a goal row anywhere it appears—the **Goals** page, or a **Goals** section on any other page—to open the goal's own page, which shows its full progress reading, what each tracked account or budget line contributes, and its settings.
* **Edit**—tap **Edit** on the **Settings** panel of the goal's own page. From a **Goals** section on any other page, choose **Edit Goal** in the row's overflow menu instead. You can change the name, description, color, target, and timing. The goal type and start date are fixed once the goal is created. A goal that tracks a balance also offers **Reset the baseline**, which measures progress from the current balance instead of the original starting point.
* **Pause or resume**—open the goal's overflow menu and choose **Pause Goal** or **Resume Goal**. A paused goal keeps its history but stops tracking until you resume it.
* **Archive**—open the overflow menu, choose **Archive Goal**, and confirm. Archiving stops the goal's tracking and frees the items it tracked for other goals of the same type. The goal keeps its history and moves under the **Archived** filter on the **Goals** page.
* **Restore**—open an archived goal's overflow menu and choose **Restore Goal**. The goal starts tracking again from the baseline it already had, and reclaims the items it tracked. If another goal of the same type has taken one of those items since, the restore fails and the goal stays archived—edit or archive the other goal to free the item, then restore again.

An archived goal's menu offers Restore Goal in place of Pause Goal and Archive Goal, which do nothing to a goal that has already stopped tracking.

See [Goals](/core-concepts/goals) for what each status means.


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