Troy Maas
Troy Maas
  • Updated

Automate your transfers

You can set up recurring transfers to automatically move money on a schedule.

How to create a recurring transfer

  1. Follow the steps to create a transfer (see How to Transfer Money).
  2. On the review screen, toggle Make this a recurring transfer.
  3. Select the frequency:
    • Weekly
    • Every 2 Weeks
    • Monthly
    • Every 2 Months
    • Every 3 Months
    • Every 6 Months
    • Yearly
    • Custom
  4. For Custom frequency, set the interval (e.g., every 3 days) and select specific days.
  5. Choose when the series ends: Never or On a specific date.
  6. Tap Start transfer series.

Managing recurring transfers

You can view, skip, or cancel recurring transfers from the Move Money screen under the Upcoming tab.

  • Skip a single transfer — Keep the series but skip the next occurrence.
  • Cancel the series — Stop all future transfers in the series.

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