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Create a custom rule goal

Prerequisites

  • Advanced comfort with goal templates or JavaScript rules
  • Linked accounts selected

Steps

  1. Goals+ New goalCustom rule (advanced).
  2. Enter a Name and paste or edit a Rule script, or start from a bundled template.
  3. Link accounts, click Test evaluation, then Create goal.

Paycheck cushion example

Pick a pay-period cushion template, link checking, and adjust the target buffer. Use Test now on the goal detail Rule tab after saving.

Expected result

  • Evaluation headline reflects your rule logic.
  • Custom rules re-evaluate when you open the goal or click Refresh.

See Goal script API for bp.* helpers.