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Setting a Target Balance

Written by Ari Schlacht
Updated over 4 months ago

When you create a pod, or anytime you click into an existing pod,
the rule panel gives you the option to set a target balance.


What a target balance is (and isn’t)

A target balance is purely visual.

  • It does not trigger automations

  • It does not move money

  • It’s simply a way to track progress toward a goal

Think of it as a reference point, not a rule.


How it works

Once a target balance is set:

  • You’ll see a horizontal progress meter

  • The meter fills up as the pod balance grows

  • You can instantly see:

    • Your current balance

    • How close you are to your goal


When target balances are most useful

Target balances shine when you’re saving or accumulating over time, like:

  • Vacations

  • Holiday spending

  • Bonuses

  • Large upcoming purchases

  • Emergency or buffer funds

They give you clarity without adding complexity.


Totally optional

Setting a target balance is never required.

  • Some pods don’t need goals

  • Some money just needs to flow

  • Use targets only where they add clarity for you

Sequence stays flexible either way.

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