How to set up a reserve

A reserve earmarks cash for a purpose so your usable balance reflects what is truly free.

1. Open Reserves in the environment and add one.
2. Choose a funding method: fixed (an amount per period) or derived (a rate), and a cadence (monthly, weekly, biweekly).
3. Optionally earmark specific buckets the reserve is set aside from.
4. The reserve reduces the free balance by what it has set aside, so the projection reflects it.

In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.