Automations
Rules that move your money so you don't have to
Active rules
5 of 7
2 paused
Moved this month
$1,820.00
↑ vs $1,400 last month
Lifetime saved
$24,860
since Aug 2024
Next firing
May 20
Auto-sweep · $200
Start from a template
Rules 7
Activity
Insights
Active
Last fired May 1 · 14 days ago
Paycheck → savings split
Automatically distribute 40% of every direct deposit across 3 goals
When
📥 Direct deposit
to Chase Checking · ≥ $1,000
Then
🚗 New Car
20%
🛡️ Emergency
$400
🌴 Vacation
10%
Active
Last fired today · next May 20
Monthly emergency fund top-up
Reliable $200 every 5th and 20th regardless of payroll timing
When
📅 Scheduled
Bi-monthly · 5th & 20th · 9:00 AM
Then
Transfer $200 from Chase Checking
🛡️ Emergency fund
→
Active
17 fired this month
Round-up coffee runs
Spare change from every checking purchase rounds up into vacation
When
🪙 Round-up
Every Chase Checking purchase
Then
Round to nearest $1, transfer change
🌴 Vacation
→
Paused
Paused Apr 22 · last fired Apr 15
Low-balance auto-transfer
Keep checking above $500 by pulling from savings
When
⚖️ Balance threshold
Chase Checking < $500
Then
Transfer enough to restore $1,000
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