Create an automation
Pick a trigger and an action — we'll do the rest
1
Trigger2
Action3
ReviewWhen should this rule fire?
Pick the event that kicks off the automation
📥
Direct deposit
When my paycheck lands in a checking account
📅
On a schedule
Daily, weekly, or specific days of the month
⚖️
Balance threshold
When an account goes above or below a value
🪙
Round-up
Round up each purchase, save the change
🏷️
Transaction match
When a transaction matches a merchant or category
⏳
Custom event soon
Webhooks, calendar dates, and more
Ignore small refunds and Venmo cash-ins
Then what should happen?
Transfer money, allocate to a bucket, or send a notification
Next step →
Preview
When
📥 a direct deposit ≥ $1,000
lands in
🏦 Chase Total Checking
then…
(pick an action next)