Monitor an account balance. If under or over a value, then an action is performed.

When the balance condition is met, transfer some money

A balance robot is a great way to maintain a set account balance

Link your robot to a goal – nominate an account to monitor, and select ‘Balance’ as the Robot type.

You can set a balance and amount less than, or amount more than.

Then – depending on the previous selection, either top-up from an account, or transfer the excess to an account.

Tip: This is a great way to transfer any excess contributions from your emergency fund balance into savings.

How to use this feature