Technical Support

Frequently Asked Questions

How to create an investment goal?

Click the "+" button on the home page, fill in the goal name, initial amount, monthly investment, target amount, and expected annual return rate, then save.

How to edit or delete a goal?

Click on a goal card to enter the details page. Click the "Edit" button in the upper right corner to modify the goal, or click the delete button in the upper left corner to delete it.

What's the difference between Savings Mode and Investment Mode?

• Savings Mode: For bank deposits, money market funds, and other low-risk products, return rate range 1%-5%
• Investment Mode: For stocks, funds, and other high-return products, return rate range 3%-20%, but with higher risk

How to export data?

Go to Settings, select "Export Data", and choose JSON or CSV format to export all goal data.

How to import data?

Go to Settings, select "Import Data", and choose a previously exported JSON file to restore data.

Will my data be lost?

All data is stored locally on your device. If you have iCloud backup enabled, data will be automatically backed up to iCloud. Regular manual backups using the export function are recommended.

Why did my progress update automatically?

The app automatically calculates the current amount based on when you created the goal and your monthly investment amount, without manual recording.

How to change language?

Go to Settings, in the "Language" option you can choose Chinese, English, or Follow System.

How to change currency?

Go to Settings, in the "Currency" option you can choose CNY, USD, EUR, etc. Note: Changing currency only affects the display symbol, it does not convert existing data values.

System Requirements

• iOS 15.0 or later
• Compatible with iPhone, iPad, and iPod touch
• No internet connection required

Feature Description

Compound Interest Calculation

The app uses standard compound interest formulas, supporting both monthly and yearly compounding.

Chart Display

The details page provides two charts:

• Growth Trend Chart: Shows fund growth curve over time
• Composition Chart: Shows the proportion of principal and returns

Template Feature

The app provides common investment goal templates such as "First Million", "House Down Payment", "Education Fund", etc., for quick goal creation.

Troubleshooting

App crashes or becomes unresponsive

• Try restarting the app
• Ensure iOS is up to date
• Try restarting your device
• If the problem persists, try deleting and reinstalling the app (export data first)

Data display issues

• Check if input values are correct
• Verify annual return rate settings are reasonable
• Try re-editing the goal

Cannot import data

• Ensure the file is in JSON format
• Ensure the file was exported by this app
• Check if the file is corrupted

Feedback

If you encounter problems or have suggestions for improvement, please provide feedback through App Store reviews. We take every piece of feedback seriously and continuously improve the app experience.

Version Updates

We regularly release updates to fix issues and add new features. We recommend enabling automatic updates in the App Store for the best experience.