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Why do I have unassigned savings?

If your allocation rules don't cover your whole savings pool, the rest becomes unassigned savings: kept as cash, earning the cash rate, and shown as its own line. This often happens when a loan ends or your pay rises and your rules are fixed dollar amounts.

To fix it, open My plan, Accounts and raise a percent-of-pool rule or add an account. If you hold the cash on purpose, that's fine too.

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