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How do I add a rule to an existing pot?
How do I add a rule to an existing pot?
Updated over a year ago

It is only possible to have 1 rule per pot.

To add a rule:

  • Go to your pot and tap ‘Edit’

  • Tap ‘Add transfer rule’

  • Select the type of rule you want to apply

Adding a Percentage rule

  • Choose the percentage of your income that you’d like to transfer into the pot. You can choose between 1% and 100%.

Adding a Scheduled rule

  • Choose how much you’d like to transfer and when you’d like the rule to start

  • Choose how regularly you’d like to transfer money into the pot, and when you’d like the rule to end, if required.

If you set up a scheduled rule starting on the current date, we'll move the first amount once you have saved the rule. Transfers can sometimes take a few minutes to process and you may need to open and close the app to see the transfer in the pot.

For any future transfers, you’ll get a notification the day before the transfer is due.

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