What is mapping, and why does it matter?
Mapping is the process of connecting your actual investments—whether that’s a whole account or a specific stock or fund—to a specific financial goal. This helps you:
Track progress: See how close you are to funding each goal.
Stay organized: Know exactly what’s working for each goal.
Get smarter alerts: Receive notifications when it’s time to rebalance or when something needs your attention.
Let’s walk through how mapping works, what your options are, and how to make changes with confidence.
Navigating to the mapping page
You can start mapping from two places:
From a goal’s detail page, you can view your holdings for that goal, there you can:
See all investments currently mapped to that goal.
Spot any investments that aren’t mapped to any goal using the unmapped option.
From the institutions management page, you can view all your holdings in that brokerage by account and which goals they’re mapped to. Here, you can also:
Identify unmapped holdings.
Switch the view to focus on another goal, another institution, or all your investments.
Two ways to map: account-level vs. investment-level
Account-level mapping
What it does: Maps everything in an account—including all current and future holdings, plus any cash—to a single goal.
Why use it: It’s the “all-in” approach. If you want your entire Roth IRA or brokerage account to fund your retirement, this is the fastest way.
How to do it:
Go to the mapping page.
Find your account in the list.
Select the goal you want to map the account to.
Caveat: If you add new holdings to this account, they’ll automatically be mapped to the same goal. The account-level mapping will NOT override any exceptions (like previously mapped investments).
2. Investment-level mapping
What it does: Lets you pick and choose which individual investments (like a specific stock or ETF) go to which goal.
Why use it: More flexibility. Maybe you want your Apple stock to go to your child’s college fund, but your bond fund to go toward your home down payment.
How to do it:
Go to the mapping page.
Expand the account to see each holding.
Select the goal for each investment you want to map.
Caveat: Mapping at this level doesn’t automatically include new holdings or cash. Also, you can’t split one investment across multiple goals (yet).
Changing, unmapping, or switching mappings
To unmap:
Just select the mapped investment or account and choose to remove the mapping. It’ll become “unmapped” and won’t count toward any goal until you map it again.
To switch a mapping:
Select the investment or account, then pick a new goal to map it to.
Heads up:
Changing mappings can affect your asset allocation and may trigger a rebalance notification. It’s a good idea to review your strategy before making big changes.
What happens if you delete an account?
If you remove an account or an entire connection to a brokerage from Enrich, all investments in that account become unmapped. You’ll no longer be able to see these investments in Enrich.
What happens if you delete a goal?
If you remove a goal from Enrich, all investments associated with that goal will be unmapped. You’ll need to map them if you reconnect the account later. You'll need to map them to a new goal
Key things to remember
Account-level mapping is “all in”—everything in the account goes to one goal.
Investment-level mapping is pick-and-choose, but you can’t split a single investment across goals.
You can always change, unmap, or switch mappings as your plans evolve.
Big changes can affect your asset allocation and trigger rebalancing.
If you need help deciding which approach is right for you, or you’re unsure how a change might affect your goals, reach out to us. We’re here to help you make sense of it all.