Apr 23
Refill Goal Monthly Cap
It would be helpful when setting up a "Refill Up To" goal to be able to limit or cap the amount being budgeted each month towards that goal. Use example: If a category is fulfilled and available is $1000 and $500 is spent I don't want $500 applied to refill the goal next month. Could there be a way to set the refill goal pace to only add a custom amount per month for instance until the available is fully funded to $1000?
Closed
Hi! If you use the "Set aside" type, you can do exactly what you need, I think: https://zerosum.so/help-center/goals#types "Track how much you budget each period. Previous savings don't count — you assign the target amount fresh each period. Optional "Stop at" cap pauses funding once your balance reaches the cap. Spending from the category keeps the goal funded for the rest of the period — normal funding resumes next period." So you can set aside for example 50 a month up to 500. When the category reaches 500, it stops prompting you. Let me know if you mean something else. I do have plans to completely redo goals, as I think some options are not used at all, and it can be simplified a lot. But that will come later down the line :)