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Fund Ahead helps you build toward one, two, or three payments’ worth, including the upcoming payment. It works with eligible target-based recurring Expenses billed monthly, quarterly, semiannually, or annually.

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Set your reserve

  1. Set the payment amount and bill recurrence.
  2. Choose one, two, or three payments.
  3. For more than one payment, choose a build-by date.
  4. Check your payment count, recurrence, and build-by date before saving.
The app suggests a build-by date three billing cycles ahead. Review it for your plan.

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A quarterly bill

For a $600 quarterly bill with three payments selected: This is the goal, not money already funded. Coverage grows as money is actually set aside.

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Ordinary funding comes first

Everyday contributions are funded before additional reserves. The total Expense balance already includes its extra reserve; do not count that reserve twice. Spending uses ordinary money first, then reserve money. Refunds and transfers update the balances together.

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Changing your mind

Reducing or removing Fund Ahead preserves existing money in the Expense. Use a transfer if you want to release it. Fixed-contribution Expenses, savings Goals, and credit card reserves retain their existing controls. A missed build-by date remains visible, and later eligible funding works toward the remaining shortfall. Learn how funding works.