Create a Date Automation
A date robot waits for a date meeting the conditions, then an action is performed.
When the date condition is met, transfer some money
This is a more powerful version of a banks ‘automatic payment’ functionality.
Link your robot to a goal – nominate an account to monitor, and select ‘Date’ as the Robot type.
You can set a date and a repeat duration – just like a bank automatic payment.
Then either transfer a fixed amount or select a credit card if you want the whole balance paid off.
Tip: This is a great way to pay off your credit card balance at the end of the month.
How to use this feature
- Step 1:
- Link your goal
- Step 2:
- Select an account to monitor
- Step 3:
- Set an 'amount over' to watch for
- Step 4:
- Optionally set a keyword
- Step 5:
- Transfer an amount or percentage
- Step 6:
- Select a destination account