Date1
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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
https://mydosh.co.nz/wp-content/uploads/2021/02/mydosh_wide_greygreen_small.png
https://mydosh.co.nz/wp-content/uploads/2021/02/mydosh_wide_greengrey_small.png
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    MyDosh

    As a pioneer in enabling financial wellbeing, MyDosh is committed to using emerging disruptive technology for personal finance. Integrating, automating and simplifying finances is what MyDosh does.

    Simplify your finances, simplify your life.

    Subscribe

    If you wish to receive the latest news in your email inbox, just subscribe to the newsletter. I won’t spam you, promise!

      Applauz

      As a pioneer in enabling financial wellbeing, MyDosh is committed to using emerging disruptive technology for personal finance. Integrating, automating and simplifying finances is what MyDosh does.

      Simplify your finances, simplify your life.

      Copyright MYDOSH 2021 All rights reserved.