🎯Managing Category Targets

A Category Target is a feature that helps you set financial goals for a specific category by defining how much money you plan to assign to it. This target acts as a guide, letting you know how much needs to be allocated to stay on track with your budgeting goals.

Key Features of a Category Target:

1. Defined Amount: Specify the amount you aim to assign to the category.

2. Flexible Frequency: Set the target to be:

  • Weekly: Repeats every week or every specified number of weeks.

  • Monthly: Repeats every month or every specified number of months.

  • Yearly: Repeats every year or every specified number of years.

3. Guided Assignments: A target clearly indicates how much more you need to assign to the category to meet your goal for the period.

Benefits of Using Category Targets:

  • Stay on Track: Keep your budget aligned with your financial goals by knowing exactly how much to allocate to each category.

  • Quick Assign Integration: When a target is set, it works seamlessly with the Quick Assign feature to simplify the budgeting process. (Details on this feature will be covered on the next page.)

By setting a target, you make it easier to manage your finances and prioritize your spending effectively.

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