Allocate Team Allocate 101

How do I use Strategize to build a cash buffer?

On the Accounts page, click the "Strategize" button next to the date filters. The app shows you how often your balance has dipped low and your average spending. Pick a target amount (1 week, 2.5 weeks, or 1 month of spending — or set a custom amount), choose your pace (steady, moderate, or aggressive), and hit "Start this plan." You'll get milestone lines on your chart, a weekly savings plan, and progress tracking. If it's not working out, click the buffer pill to adjust your pace or re-evaluate based on updated spending.
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