Automation
Auto-assign targets
Targets define how much a category needs this month. Auto-assign applies those gaps in one click.
Target types
- Refill up to: the gap is based on Available.
- Set aside: the gap is based on Assigned.
Both target types can be auto-assigned if enabled.
Example
Target $500, Available $350 (Refill up to).
Gap = $150
Step-by-step
- Set a monthly target on a category.
- Enable Include in monthly auto-assign.
- Open the Auto-assign Targets panel.
- Select the categories you want to fund.
- Apply selected targets for the month.
Due days and behind schedule
Due days spread a target across the month. Behind schedule compares where you should be today.
Required by today = Target amount * progress to due date
Use cases
- Monthly bills: auto-fund rent and utilities in seconds.
- Goal savings: apply your set-aside targets consistently.
- Busy months: avoid manual entry for every category.
Troubleshooting
- Category not listed: target is disabled or out of range.
- Gap is zero: Available or Assigned already meets the target.
- Safe to spend stays low: obligations and goals still have gaps.