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Money Rules - Automate your smart money habits

Money Rules are creative and effortless ways to move, manage and save your money without even thinking about it. You can set up a Money Rule to move some money to your Savings Account with every purchase you make on a spending habit like coffee. Or top up your Account when the balance dips below a certain amount. Little decisions that take care of themselves.

Set them the way you want them

Customize your Money Rules: Choose when, how much and where your money moves. You can have as many as 10 Money Rules at a time.

Here’s a play-by-play on creating your Money Rules

Getting started is simple

To get started, when you’re logged in, go to ‘Money Rules’ near the top of the screen and then choose which one you’d like to explore to help you move, manage and save your money.

Screenshot of Money Rules
Screenshot of Money Rules

Set your Money Rule

Let’s say you choose Stash and decide that if a surplus builds in your Chequing Account, you’d like it moved to your Savings Account. Set the amount you want your Chequing balance to stay under, and choose your Savings Account as the destination.

Review and submit

Before submitting your new Money Rule, make sure everything looks right and that you’re good with all the ins and outs.

Screenshot of Money Rules
Screenshot of Money Rules

It’s a wrap!

One last peek at the details, and it’s good to go.

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