Track your charitable giving
Mark what counts as giving, then see it as a percentage of your take-home pay.
Carlo ships ready for this. A new account gets a monthly Giving coin for everyday, spontaneous giving and a funded annual Annual Giving coin for larger one-off gifts. Both are separate from Gifts, which is for presents.
To count a category you already have, press and hold its coin, open the Edit tab, turn on Mark as giving, and save. The toggle is also on the setup screen when you create a new monthly or annual category, so you can set it from the start. For a recurring donation, edit the bill and turn on Giving there. That is independent of which group the bill sits in, so a giving bill can live anywhere.
Then open the More menu from the tray, tap Analytics, and tap the Giving tab. The card shows your giving as a percentage of take-home pay, which is the number most people are actually looking for.
Two ways to read it. Trailing 12 uses the last twelve months of real income and real giving, so it tells you what you have actually done. This Year projects to December 31, taking your year-to-date giving and adding the monthly budgets, annual envelopes, and scheduled bill payments still to come. One is a record, the other a forecast.
Tap any category row to see the individual transactions behind it.
If you have not told Carlo your income yet, the card shows dollars instead of a percentage. Set your take-home pay in Account and the percentage appears.
Below the card, Calculate giving goal lets you set an annual target as a percentage of income and shows what you would need to give each remaining month to reach it. Once set, the card carries an indicator of your pace against it. Manage giving categories is where you review what is counting, if you lose track.
The card appears once you have giving transactions recorded, and the percentage updates itself as you log more.