What are Rules?
Rules are how you tell Sequence what to do with your money - without having to move it yourself.
Think of them as the automations that run in the background.
You set them up once, and they take care of all your financial movement.
Why use Rules?
Without rules, your money just sits there.
With rules, it flows exactly where you want it to go, automatically.
Want to split your paycheck between multiple accounts?
Route savings to different accounts?
Move money every Friday at noon?
That’s where rules come in.
So… what is a rule?
A rule has two parts:
Trigger – what starts the rule or automation
Action – what happens when it runs
You can set up rules for just about anything:
When money arrives
On a schedule
When an account hits a certain balance
Then tell Sequence what to do next - move money, split it, send it somewhere new.
How do I create a rule?
You can:
Hover over any type of account, then click and drag from the + button into another account
Or go to the New Automation button on the bottom panel
If you've set up a few transfers manually, rules will feel familiar. They just do the work for you.
What kinds of rules can I make?
Time-based – weekly, monthly, whatever you like
Balance-based – only run when a balance hits a number
Income-based – triggered by incoming funds or deposits
And yes, you can edit, pause, or delete rules any time.
Common use cases
Popular rule templates
“Every time I get paid, send 15 % to Taxes and 20% to Savings.”
“On the 1st of each month, top off my Rent pod.”
“When my Checking balance goes above $2,000, move the rest to Investments.”
For other common uses cases, you can head to the map gallery on the home page
Next steps
Ready to start building rules?
You’ll find setup instructions, templates, and advanced tips.
Curious about what happens after a rule runs?