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.
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.
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.
Before submitting your new Money Rule, make sure everything looks right and that you’re good with all the ins and outs.
One last peek at the details, and it’s good to go.