Set the quarter's goal and budget

Open Planning, then Buy plan.

You should see the Buy plan: its header line, then the quarter bar above the tabs Plan, Targets, Progress, Decisions, Market and Review.

In the quarter bar, select Set quarter goal. It reads Edit quarter goal once a goal or a budget is set.

You should see a window titled with the quarter and buying goal, for example Q4 2026 buying goal, which says What Sequoia favors, how many vehicles this quarter, and what you will spend.

Pick a Mandate: what Sequoia should favor this quarter. The four cards are the ones Plan my quarter with Sequoia shows, with the same keys: the arrow keys move between them and choose. A fifth card, No mandate, leaves the mandate open; it is the one chosen while the quarter has none.

You should see the card you pick marked as the chosen one, under Mandate.

Enter Vehicles to buy and your Budget, then select Save goal. Leave either empty, or enter 0, for no goal or no budget.

You should see the message Q4 2026 goal saved and the window close. The quarter bar now reads Edit quarter goal, and the Plan tab's two goal cards show your numbers.

In the quarter bar, select Markets and notices to pick the regions and states you buy in, your Default track, and how you hear about matches: Instant alerts and the Daily summary email. A line under the two counts all your open targets, whatever the quarter, because the notices belong to the plan and not to a quarter, for example 5 targets: 2 with instant alerts, 3 in the daily summary. Select Save when you are done.

You should see a window titled Markets and notices, with Buying markets (empty means anywhere), your Default track and the two notices. After you save, the line under the two notices counts your open targets.