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Goals · Funds · Leads · Journal · Ledger

Ascent

Goals, Money & Ledger

Total savings in

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Money over time

Earned Spent Saved

Goal roadmap

Next milestone

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Goal types

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Stripe

Amount

Received after fees 0

Stripe fee: 2.9% + 0.30

Wise

Amount

Received amount 0

No fee deducted

Total received 0

Fund allocation

Allocation % Amount

Activity over time

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Pipeline log

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Journal

Ledger

Your books, kept honestly.

CASH IN HAND

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LOAN OWED

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REPAID TO DATE

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Add lead

Entry type

Contact name

Company

Project type

Deal value (USD)

Stage dates

Leave a stage blank if the lead hasn't reached it yet. You can also tap the stage dots on the pipeline card to mark a stage as today.

Notes

Company name

Commission amount (USD)

Date

/ /

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Type

Savings direction

Saved already grows automatically from Earned − Spent. Only use this for extra transfers or withdrawals on top of that.

Amount (PKR)

Date

Note (optional)

Exchange rates

PKR value of 1 unit of each currency. These are used to convert your total savings above. Tap ⟳ on the main screen to try a live lookup, or edit them here manually — either way, double-check them periodically.

Add goal type

Name

Icon

Accent color

Unit label

Goal direction

Tracking style

Money-tracked types sync automatically with your total saved money (Earned − Spent) above.

Header layout

Total label

Positive event label

Negative event label

Negative events reduce the total

Turn off for stats that are tracked separately and shouldn't subtract from the total (e.g. a lost lead doesn't remove a client you already closed).

Starting value

Welcome back

Goal roadmap

Goal types

Fund allocation

Pipeline log

Journal

Add lead

Add entry

Add entry

History

Exchange rates

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