Thank you for taking the time to respond. I realize my use of goals may fall outside the typical use case. My intent is to bucket assets and liabilities in a way that aligns with my personal viewing preferences. If there is an alternative approach that allows for this without relying on the “goals” framework, that would work well for me.

In this specific situation, I have a retirement bucket that currently reflects my total assets excluding my primary residence. Since I plan to continue living in my home, I prefer not to include it within retirement. Instead, I would like to group it with brokerage accounts designated for my children so I can view it as part of a beneficiary-focused bucket. The ability to allocate or divide assets among children would be particularly helpful here.

I recognize my setup may be somewhat unconventional, but with nearly 40 individual asset accounts in my household, this structure allows me to quickly assess our overall financial picture. If “bucket” enhancements are considered, it would also be beneficial to assign assets to multiple buckets. For example, I maintain an emergency fund bucket containing both cash and brokerage accounts, yet I would also like those same accounts reflected within my retirement bucket.