Connect your income sources
Create ports in Sequence and connect your incoming funds into it. For this example, we created a port and routed a salary to it using a direct deposit switch within Sequence.
Next, integrate your accounts
Connect your existing bank accounts, credit-cards, financial apps, or Crypto wallets. We integrate with thousands of financial institutions. In our example, we connected a credit-card liability account.
Create smart rules
Set rules to control precisely how much, when, and where you want to route your funds. Let's set a rule to transfer 20% of every salary income to your credit-card liability account.
Extend your rule with IF statments
Add IF statements to your rules to enable advance conditional logic to your transfers. Let's set that once our credit-card liability account balance is under $300 we want to stop transferring funds.
Pile rules into a Sequence
Add as many rules to match as many scenarios - they are all piled up in a Sequence between your port and your account.
but stay in control
Set your notification preferences to stay in control while unleashing the power of automations.