Need a hand?

You can set up move money automations based on balance to seamlessly transfer funds between your eligible Pockets and accounts. You’ll see exactly which of your accounts and Pockets are supported during setup.

• Go to Move
• Tap the automation icon next to the 'Move' button
• Select 'Based on balance'
• Pick your accounts, set a balance threshold, and the amount to move
• Tap 'Set automation' (or 'Review order' for cross-currency moves)

Cross-currency moves may incur fees (including weekend fees) or fair usage charges depending on your plan - these may not be displayed when you set up your automations. Remember that exchange rates are dynamic, so the final converted amount may vary at the exact time the automation triggers.

You can check your transaction history for the final rate and fees.

• Pause, update, or delete your automations anytime via the Scheduled screen
• Tap 'Limit' during setup to cap your total daily, weekly, or monthly transferred amounts
• Rules may pause automatically if triggered unusually fast to protect your account, but you can still transfer manually
• Rules pause automatically if you manually move a large amount, protecting your funds until you spend them