The other day I set up a savings goal and it is not funding automatically as it should. Could it be that Autopilot needs to be on for goals to automatically fund? I’ll switch it on and see.
Autopilot asks a few questions.
Paycheck $0 I own my own business and do not draw regular paychecks
Utilities $660 based on an average of last years utilities
Rent/Mortgage $0 Paid off home! Woop!
Unable to activate Autopilot. It doesn’t like my answers.
Week by week, I don’t know how much I’m going to make. There are good weeks and there are bad weeks. I’m guessing envel’s AI needs all the questions answered to calculate how it’s going to move things around?
I set the “paycheck” setting to Semi-Monthly andchanged Rent/Mortgage to $10 so it’s not zero. I was able to activate the Autopilot.
It shuffled things around and it’s turned on. I’ll go for a few days and see what happens.
How do I go back and make changes to the initial setup? It bothers me that I’ve had to set Rent/Mortgage to $10. I’ve got a paid-off home but there are other ways that people could be living Rent/Mortgage free.
Is “Paycheck” an estimate of income? If so I can go back to last year’s taxes and get a monthly average. How do I change it or is the AI going to notice changes based on deposits?
Is there documentation to help me understand how the system works?