Skip to main content
Once a category has a target, you can change it, pause it, or remove it from the same target dialog where you created it.

Edit a target

1

Open the category on the Budget page

Click the category to open its target dialog. The current target is shown.
2

Change the amount, type, or schedule

Adjust the dollar amount, switch the target type, or change the date or day.
3

Save

The category’s funded-and-needed numbers recalculate against the new target.

Snooze a target

Snoozing hides a target’s “still needed” pressure for a month without deleting it. Use it when you are deliberately skipping a contribution — you funded the category ahead, or this month’s money is going elsewhere. A snoozed target stops counting toward what Auto-assign tries to fill, and the category shows a snoozed state instead of “behind.” The target comes back on its own next period, or you can unsnooze it sooner.
Snoozing does not move or remove any money already in the category. It only quiets the target so the category does not read as underfunded while you intend to skip it.

Delete a target

Deleting removes the target entirely. The category keeps whatever money it holds — only the target and its progress tracking go away.
1

Open the category's target dialog

2

Choose Delete

Confirm when prompted. The category returns to having no target.
Deleting a target cannot be undone from the dialog. If you only want to skip one period, snooze it instead of deleting.

Set a target

The target types and how to add one.

Auto-assign

How snoozed targets affect auto-fill.

Organize categories

Rename, reorder, and hide categories.

Budgeting FAQ

Common budgeting questions.