Help center
Budgeting
Learn how assigned and available money work together, choose the right kind of target, and adjust your plan without losing track of a dollar.
How do budget targets work?
Choose whether to add fresh money, top up an available balance, or build toward a dated goal. Rollover counts differently for each one.
How do moving money and rollovers work?
Moving money changes this month's assignments, while available balances carry forward from month to month.
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