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One-Time Transfer

Written by Ari Schlacht

Not everything has to be automated.

Sometimes you just want to move money right now. There are two ways to do it: make a one-time transfer, or, if you already have a rule set up for it, use Run Rule Now.

That’s where One-Time Transfers come in.

With a one-time transfer, you can move money between any accounts connected to Sequence:

  • Pods

  • Income Sources

  • External accounts

  • Destination accounts


Two Ways to Make a One-Time Transfer

1. Drag and Drop

  • Hover over the account you want to send money from.

  • Click and drag from the + button that appears.

  • Drop the line onto your destination account (just like you would when creating a rule).

  • Instead of picking a trigger (date or incoming funds), click the third option: One-Time Transfer.

  • Fill in any optional description, confirm the details, and you’re done.


2. Quick Button

  • Click the One-Time Transfer button in the top right corner.

  • Choose your source and destination accounts.

  • Enter the amount, add an optional description, and confirm.



The optional description you add to a one-time transfer is a short memo (up to 10 characters) that shows up on the recipient’s bank statement, so you can label what the transfer is for.


Already have a rule for this? Run it now

If a rule already moves money the way you need, you don’t have to recreate it as a one-time transfer. Open the rule’s Settings panel and click Run Rule Now to fire it immediately with your current balances, without waiting for its trigger. This is also handy if a rule failed earlier for insufficient funds and you’ve since topped up. See Rule Settings for the details.


That’s it. Whether you make a one-time transfer or run an existing rule now, the money moves right away, no waiting for a trigger.


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