Completed
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Specify accounts that can be used for specific expenses
Useful for 529 account types, but also useful for folks who bucket savings for different big-ticket items want to use ProjectiFi to budget how much to contribute to each account
e.g., - With a house down payment savings or investment account - You can have a cashflow priority to put X per year into the account - A corresponding house down payment expense can be locked to only spend from that account
Projectifi can help you figure out what X should be so you know you’re on track with your house down payment savings
