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Allocation Targets

Paisa allows you to set a allocation target for a group of accounts which might represent your assets like mutual funds, stocks etc. The allocation page shows how far your current allocation is from the allocation target. For example, to keep a 40:60 split between debt and equity, use the following configuration. The account name can have * which matches any characters

  - name: Debt
    target: 40
      - Assets:Debt:*
  - name: Equity
    target: 60
      - Assets:Equity:*