Funds

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Funds App

Your Funds

Filtering by:

Show only unallocated

Filtering by Fund:

Filtering by Transaction:

Dashboard Accounts Rules Txns Movements

Fund Name

Goal Type

Target Balance

Target Date (Annual)

Growth Behavior

Receive Excess Funds

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Edit Account

Account Nickname

Type

Rule Name

Match Field (Description Contains)

Allocations

Transfer Funds

From

To Fund

Amount

Allocate Transaction

Transferring FROM Transferring TO

Amount

Undo Allocations?

Are you sure you want to completely reverse all allocations for this transaction? This will automatically adjust all associated fund balances.

Delete Item

Are you sure you want to delete ? This action cannot be undone.

Create Simple Rule

Future transactions containing this text will automatically be allocated to the selected fund.

Match Text

Assign to Fund

Transactions matching these phrases will be automatically allocated to this fund.