Distribute deposits with automation rules

You can now create automation rules to automatically distribute deposits across your accounts.

When money lands in your Cash account via debit order or EFT, your rules execute automatically. Choose from three rule types:

• Percentage rules - allocate a percentage of each deposit (e.g., 50% to Emergency Savings).

• Amount rules - transfer a fixed rand amount (e.g., R1,000 to TFSA).

• Target rules - fill an account to a specific balance before moving to the next rule.

Drag to reorder your rules and set which accounts get funded first. Before saving, you can preview exactly how your next deposit will be distributed across accounts.

Not sure where to start? Choose from preset configurations designed for common savings goals.