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How can I create a graph to track my current finances (i.e. bank balance) towards a goal (monthly and/or yearly)?

  • January 23, 2021
  • 5 replies
  • 77 views

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Hi, I’m guessing the “charts” app would be the way to do this, but I could be wrong…

How do I create a chart/graph that tracks my current finances (i.e. bank balance) towards a goal (monthly and/or yearly)?

For example…

I input expenses/income every day into respective views on AT and those numbers feed into a “totals” view…

From this totals view, I’d like to have goals set up (and the chart) so I can see if I’m on track to reach a set goal for that month…

Any assistance would be greatly appreciated. Thanks in advance. -Christopher

5 replies

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  • Author
  • Known Participant
  • January 24, 2021

@Andrew_Wright - would you happen to know how to do this?


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@Torus_Global I’ll check it out today. Busy day at work today


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@Torus_Global Ok, I’m looking into this. The closest I am right now is a percent of your goal as a field. This is a tough one.


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  • Author
  • Known Participant
  • February 7, 2021

@Torus_Global Ok, I’m looking into this. The closest I am right now is a percent of your goal as a field. This is a tough one.


Hey @Andrew_Wright - quick follow-up to see if you ever managed to find a solution/workaround for this? Thanks!


  • Inspiring
  • February 15, 2021

Generally speaking, the Vega-Lite block can do that.

The Vega-Lite block might not use the lastest Vega-Lite version though. So there are some limitations.