The three strategies
Open the Auto-Assign menu on the Budget page and choose one:Fund My Goals (recommended)
Fund My Goals (recommended)
Fills every category that has a target up to what that target asks for this month.
Categories are funded earliest due dates first, then by priority, so time-sensitive
targets get money before the rest. Leftover money flows to any categories you have
marked as remainder categories.
Same as Last Month
Same as Last Month
Repeats last month’s assigned amounts. The quickest way to keep a steady budget
consistent month to month.
Based on Spending
Based on Spending
Sets each category to your three-month average spending. Useful for variable
expenses like groceries or gas, where a fixed target is harder to pin down.
How to run it
Open the Auto-Assign menu on the Budget page
You will see the three strategies with a short description of each.
Review the preview
Each row shows the category, what it currently holds, what would be added, the new
total, and the reason. The header shows your available money and the total this run
would assign.
Auto-assign only proposes amounts up to the money you have. If a strategy would assign
more than your Ready to Assign balance, you will not be able to send Ready to Assign
below zero — review the preview and uncheck lower-priority categories.
Snoozed and funded categories
If every target is already funded, Auto-assign tells you there is nothing to assign. Targets you have snoozed are skipped — Auto-assign will not try to fill a target you have deliberately paused.Related
Set a target
Targets are what “Fund My Goals” fills.
Assign and move money
Assign by hand when you want full control.
Manage targets
Snooze a target to skip it in auto-fill.
Irregular income
Auto-assign when income varies.