How to create saving rules

Saving rules help you save money effortlessly by automating the process.

Available Rule Types:

• Round Up: Rounds up every expense transaction to the nearest integer and saves the difference.
• Percentage of Income: Automatically saves a percentage of every income transaction.
• Pay Yourself First: Automatically sets aside a fixed amount or percentage from every income transaction.
• Emergency Fund Builder: Prioritizes building liquid savings equal to X months of your average expenses.
• Percentage Growth: Saves a percentage that increases over time (e.g., starts at 10%, increases by 1% every quarter).
• Windfall Allocation: Allocates a percentage of unexpected large income supplements to savings.

How to create a rule:

1. Go to the Savings dashboard.
2. Click on New Rule (or the + icon).
3. Choose the Rule Type you want to enable.
4. Configure the parameters (e.g., percentage, amount, source/destination account).
5. Link it to a Savings Goal if desired.
6. Click Save Rule.

You can pause or delete rules at any time.