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Sequence Academy

Learning Sequence is easier when you can see it in action. That’s why we’ve put together a collection of onboarding videos to walk you through the essentials step by step.

Written by Ari Schlacht
Updated over 4 months ago

Getting Started

  • Welcome to Sequence — a quick tour of your dashboard and map

  • How to Connect Accounts — linking your bank accounts and income sources

  • Setting Up Your First Pod — organizing money into goals or categories

  • Setting Up Your Income Source - route your funds into your money map through a singular focal point


  • Creating Rules — automating transfers and payments


Going Deeper

  • Business Setup — structuring your accounts for business use

  • Automating Savings & Taxes — letting Sequence handle the manual work

  • Liabilities & Payments — how to manage credit cards and loans

  • Notifications & Alerts — keeping track of what matters most


Where to Find Them

All of these videos (and more) are available on our Sequence Academy YouTube channel.


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