Rule Configuration: “When This Happens”

The When this happens section defines the timing and trigger conditions for your rule. Here, you will select the currency, the origin account, and specify when you want the rule to be executed.

The origin account is the account from which funds will be withdrawn. You can choose the relevant account from the dropdown list.

Trigger: On a scheduled date

You can set the rule to trigger on a scheduled date or when money enters the account (‘when a pay in arrives’):

If you set the rule to trigger on a scheduled date, you will be able to schedule the rule to run on a recurring basis. You can choose whether the rule should occur daily, weekly, or monthly:

You can then specify the exact date of the month or week and the time of day the rule should run: 

Trigger: When a pay in arrives

If you set the rule to trigger when a payment arrives into the account, the full or specified amount will automatically be moved according to the rule you've enabled, and no further adjustments are required.

Remember, as you build a rule, the details will appear on the right hand side of the page: