You can create a target for any of your categories while in Edit Plan (the pencil icon  ), or by tapping the Details button when a non-credit card category is selected in your plan.

 How to Create a Target From Edit Plan  

1. Tap the Plan tab at the bottom of the screen. Categories or Spotlight can be toggled on.
   
   
2. Enter Edit Plan by tapping the Edit (pencil) icon   in the top right corner of the app.
   
   
3. Tap Add Target to the right of the category.
   
   
4. Use the buttons at the top of the number pad to select how often you want the target to repeat (its cadence): Weekly, Monthly, Yearly, or Custom. If you don’t want a target to repeat, choose the custom option.
   
   
5. Tap I need and enter the target amount.
   
   
6. If needed, adjust the date and behavior of the target.
   
   
7. Tap Save Target.
   
   
8. If you're ready to leave Edit Plan, tap Done in the top right corner.

 How to Create a Target from Category Details

This method is not available for Credit Card Payment categories.

1. Tap the Plan tab at the bottom of the app, then toggle on Categories at the top.
   
   
2. Tap to select a category in your plan.
   
   
3. Tap Details   .
   
   
4. Select Create Target.
   
   
5. Use the buttons at the top of the number pad to select how often you want the target to repeat (its cadence): Weekly, Monthly, Yearly, or Custom. If you don’t want a target to repeat, choose the custom option.
   
   
6. Fill in the details of your target.
   
   
7. To finish, tap Save Target.

If you choose the “Set aside another...” behavior, the target will prompt you to assign the entire target amount again. If you choose to “Refill up to...” behavior, the target will only ask you to replace what you spent or unassigned last period.

If using a custom target, you have the option to “Have a balance of...” behavior. This target is not meant to be spent from until the end of the target period, so if you’d like to spend as you go, choose the ‘Set aside...” behavior instead. You have the option to repeat targets with a “Set aside...” behavior, but this isn't possible for targets with a “Have a balance of...” behavior.

You can create a target for any of your categories while in Edit Mode (the pencil icon   ), or by tapping the Details button when a non-credit card category is selected in your plan.

   How to Create a Target from Edit Mode   

1. Tap the Plan tab at the bottom of the screen. Categories or Spotlight can be toggled on.
   
   
2. Tap the Edit mode pencil icon   at the top right. 
   
   
3. Tap into the field underneath the desired category name.
   
   
4. Use the number pad to tap in a target amount.
   
   
5. Use the buttons at the top of the number pad to select how often you want the target to repeat (its cadence): Weekly, Monthly, Yearly, or Custom. If you don’t want a target to repeat, choose the custom option.
   
   
6. If needed, adjust the details of the target. You may need to click the > arrow on the right of the screen (directly above the number pad). If you adjust the details of the target, you'll need to tap Save Target to continue.
   
   
7. Tap Save in the lower right corner. 
   
   
8. If you're ready to leave Edit Plan, tap the arrow in the top left corner.

 How to Create a Target from Category Details   

This method is not available for Credit Card Payment categories.

1. Tap the Plan tab at the bottom of the app, then toggle on Categories at the top.
   
   
2. Tap to select a category in your plan.
   
   
3. Tap Details   .
   
   
4. Select Create Target.
   
   
5. Use the buttons at the top of the number pad to select how often you want the target to repeat (its cadence): Weekly, Monthly, Yearly, or Custom. If you don’t want a target to repeat, choose the custom option.
   
   
6. Fill in the details of your target.
   
   
7. To finish, tap Save Target.

If you choose the “Set aside another...” behavior, the target will prompt you to assign the entire target amount again. If you choose to “Refill up to...” behavior, the target will only ask you to replace what you spent or unassigned last period.

If using a custom target, you have the option to “Have a balance of...” behavior. This target is not meant to be spent from until the end of the target period, so if you’d like to spend as you go, choose the ‘Set aside...” behavior instead. You have the option to repeat targets with a “Set aside...” behavior, but this isn't possible for targets with a “Have a balance of...” behavior.

   How to Edit or Remove a Target from Category Details   

1. Tap the Plan tab at the bottom of the app, then toggle on Categories at the top.
   
   
2. Tap the category.
   
   
3. Tap Details   .
   
   
4. Tap the Edit Target button. You may need to scroll down.
   
   
5. To remove the target entirely, tap Delete Target.
   
   
6. To edit the target instead, make your desired changes, tapping Done and then Save Target.

 How to Edit or Remove a Target From Edit Plan  

1. Tap the Plan tab at the bottom of the screen. Categories or Spotlight can be toggled on.
   
   
2. Enter Edit Plan by tapping the Edit (pencil) icon   in the top right corner of the app.
   
   
3. Tap the category.
   
   
4. Tap Edit Target.
   
   
5. Tap Delete Target to remove it entirely. Or, adjust the target and tap Save Target to continue. If the option you need no longer appears, you can cancel and try again.
   
   
6. If you're ready to leave Edit Plan, tap Done in the top right corner.

 How to Edit or Remove a Target from Category Details   

1. Tap the Plan tab at the bottom of the app, then toggle on Categories at the top.
   
   
2. Tap the category.
   
   
3. Tap Details   .
   
   
4. Tap the Edit Target button. You may need to scroll down.
   
   
5. To remove the target entirely, tap Delete Target.
   
   
6. To edit it instead, make your desired changes, tapping Done and then Save Target.

 How to Edit or Remove a Target from Edit Plan   

1. Tap the Plan tab at the bottom of the screen. Categories or Spotlight can be toggled on.
   
   
2. Enter Edit Plan by tapping the Edit (pencil) icon   in the top right corner of the app.
   
   
3. Tap the category.
   
   
4. Tap Edit Target.
   
   
5. Tap Delete Target to remove it entirely. Or, adjust the target and tap Save Target to continue. If the option you need no longer appears, you can cancel and try again.
   
   
6. If you're ready to leave Edit Plan, tap the arrow in the top left corner.

Tap on a category and select Details to review your progress toward a target and assign money to the category. If you don't have enough money available to fully fund the target, you'll be able to move money ↗️ from whichever category you'd like.

As you're giving every dollar a job, look to your targets for guidance:

• If your target is underfunded, a yellow available amount will be shown in the category. 
  
  
• A donut chart will be available after tapping a category and selecting Details. This lets you know your progress toward completing your target, and whether or not you're on track. No Details option after clicking on a Credit Card Payment category? Tapping on this type of category takes you directly to a screen with custom, detailed credit card information.
   
  
• For more visibility into all your targets at once, Progress Bars ↗️ can help you track your target progress from the main Plan tab.
  
  
• Try using targets to create a template ↗️. Assign your funds faster—while keeping your priorities in mind!

Tap on a category and select Details to review your progress toward a target and assign money to the category. If you don't have enough money available to fully fund the target, you'll be able to move money ↗️ from whichever category you'd like.

As you're giving every dollar a job, look to your targets for guidance:

• If your target is underfunded, a yellow available amount will be shown in the category. 
  
  
• A donut chart will be available after tapping a category and selecting Details. This lets you know your progress toward completing your target, and whether or not you're on track. No Details option after clicking on a Credit Card Payment category? Tapping on this type of category takes you directly to a screen with custom, detailed credit card information.
   
  
• For more visibility into all your targets at once, Progress Bars ↗️ can help you track your target progress from the main Plan tab.
  
  
• Try using targets to create a template ↗️. Assign your funds faster—while keeping your priorities in mind!