So you know that Triggers define when an automation starts, and Actions define what happens.
But what if you only want those Actions to run sometimes, not every time the Trigger fires?
That’s where Conditions come in.
What is a Condition?
A Condition is a simple check Sequence makes before running your rule.
Think of it as an extra layer of logic:
Trigger says “Run now”
Condition asks “Should we really run?”
Action happens only if the answer is yes
Example
Let’s say your paycheck hits your Income Account (Trigger).
You have a rule that moves 15% to Taxes (Action).
But you also add a Condition: only run this if my Income Account balance is above $500.
If your balance is above $500 → the action runs
If not → the rule is skipped
What to Do If the First Condition Isn’t Met
Sometimes you don’t just want a single yes-or-no check.
You may want to say:
“If this happens, do X.”
“If that happens instead, do Y.”
“And if neither of those happen, do Z.”
That’s where Else-If and Else come in.
Else-If Clause
Lets you add another condition to check after the first one.
Example: “If my balance is over $2,000, save 20%. Else if it’s between $1,000 and $2,000, save 10%.”
Else Clause
Think of this as your backup plan.
If none of the conditions above are true, the Else is what runs.
Example: “If my balance is under $1,000, don’t move any money.”
You can add these additional conditional checks by clicking the + button in the bottom left of the rule panel
Full Example
Your paycheck hits your Income Account (Trigger):
Condition: If your balance is over $2,000 → save 20%
Else-If: If your balance is between $1,000 and $2,000 → save 10%
Else: If your balance is under $1,000 → do nothing
This gives your rule a clear next-step, no matter the situation.
Why use Conditions?
Conditions are more advanced than what most Sequence users need day-to-day - but if you want your automations to adapt based on what’s happening in your accounts, this is where they shine.
Conditions let you run automations dynamically based on things like:
Account balances
Dates or time windows
Whether something has (or hasn’t) happened yet
Instead of automations that run the same way every time, Conditions let your system respond to real-world changes.
If you’re building more nuanced, self-adjusting money flows, Conditions are your bread and butter.
The 3 Types of Conditions
You can choose from three types of conditions:
Transfer Amount (incoming-funds triggers only)
Compares the amount received to a value.
Example: Only move 15% to Taxes if the deposit is greater than $1,000.
Balance
Compares the balance of any connected account to a value.
Example: Only send money to Savings if my Income Account has more than $500.
Day of the Month
Compares the current day to a date you choose.
Example: Only transfer extra funds if today is before the 20th.
How to Add and Delete Conditions
To add your first Condition:
After setting a Trigger, look for the Condition section in the rule panel
Click the + button
Choose the condition type and fill in the comparisons
Any Actions placed directly below that condition run only if it’s true
To add an Else-If:
Scroll to the Condition section
Click the + button again
This creates a second condition to check if the first fails
To add an Else:
Scroll below the Actions tied to your Else-If
Click the blue + Else button
Define the fallback Action(s)
To delete any condition:
Click the trash-can icon next to it.
Key takeaway
Trigger = when your rule starts
Action = what your rule does
Condition = whether the rule should actually run
Conditions are optional — but they make your automations far more flexible, safe, and intelligent.