Set & Forget Rule

The Set & Forget rule allows you to establish a set amount of money that is transferred to a Goal either daily, weekly, or monthly.

The weekly Set & Forget Rule triggers in the app every Sunday and is transferred every Monday batch transfer day.

The monthly Set & Forget Rule triggers in the app on the 1st of every month and transfers the following batch transfer day (Monday-Thursday), whichever day that happens to be.

Was this article helpful?

19 out of 23 found this helpful

Have more questions? Submit a request