Balances and purpose

Accounts

Purpose controls how a balance behaves. Protected savings can stay out of routine views without disappearing from your plan.

Operating balance $0Source for operating-floor comparison
Visible included balance $0Protected savings excluded
All included balances $0Includes protected savings
Operating floor $0Next month + statements + margin

Your accounts

Account numbers are not needed. Use a nickname.

No visible accounts.Add an operating account so the floor and safe-to-sweep values have a real balance.