Funds

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Funds

Funds

System Reports

Generating reports...

System Balance History

Rules

Filtering by Fund:

Filtering by Transaction:

Filtering by Loan:

Dashboard Habits Accounts Rules Txns Movements

Fund Name

Group Tag (Optional)

Goal Type

Target Balance

Target Date (Annual)

Growth Behavior

Borrowable Percentage (0-100)

Receive Excess Funds

Exclude from System Reports

Connection Failed

Edit Account

Account Nickname

Type

Track this account

When enabled, transactions will be imported for this account during sync.

Min Balance Warning (Optional)

Max Balance Warning (Optional)

Rule Name

Match Field (Description Contains)

Exclude Phrase (Does Not Match) (Optional)

Account Restriction (Optional)

Min Amount (Optional)

Max Amount (Optional)

Trigger Excess Distribution

Action

Transfer Funds

From

Amount

Note (Optional)

Borrow to Fund

Deposit Into

Amount to Borrow

Max borrowable:

Edit Loan

Loan Name

Repayment Strategy

Allocate to Loan

Amount

Max borrowable:

Note (Optional)

Allocate Transaction

Transferring FROM Transferring TO

Amount

Note (optional)

Undo Allocations?

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

Fund Report

Balance History & Forecast

Fetching fund details...

Export Transactions

Export bank transactions for as a CSV file.

Start Date

End Date

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

Also allocate this transaction

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

This will immediately deduct from the fund. When a matching transaction posts, it will offset this pending balance.

Description (optional)

Amount

Expense (Deduction) Income (Deposit)

Match Text

Allow split matching

Check this if the purchase might be split across multiple separate bank transactions.

Match to Pending Transaction

Undo Batch Transfer?

This will undo all automatic transfers generated during this excess process sweep.

Settings & Incentives

My User Settings

My Fun Money Fund

Global Reward Configuration

Earnable Fund Source

Daily Earning Budget ($)

Max Weekly Habit Budget ($)

Fixed Value Per Point ($)

Min Allocations for Bonus

Bonus Multiplier (e.g. 1.2)

System Diagnostics & Repair

Scan and automatically resolve database integrity discrepancies.