Automations

Automations let you set up recurring financial actions — transfers, categorisations, and splits — that execute on their own schedule.

Rule types

Four types available in the New rule dialog:

There are no “income” or “expense” rule types. Paychecks, bill payments, and similar entries are plain transfers distinguished by their category tag (e.g. income, bill).

Prices

Instrument price refresh is system-managed, not a rule: WealthMgr automatically refreshes tracked instrument prices when they go stale (roughly once a day), and each instrument can also be refreshed manually from its pocket — with nothing to create, edit, or set up. See Investing for the stale-price warning and manual refresh button.

Execution modes

Each rule runs in one of two modes:

• Scheduled — executes automatically on a calendar schedule. This is the only mode the scheduler currently processes.
• After other rule — selectable in the dialog, but execution chaining is not implemented yet. Configurable today; use Scheduled rules instead for reliable automation.

Schedule syntax

Write schedules in plain English or raw Quartz cron format. The editor translates between the two and previews upcoming execution dates as you type. The CronBuilder offers preset modes: Predefined (9 presets), Weekly, Monthly (specific day, last day L, last weekday LW, nth weekday like MON#2), Yearly, and Advanced (raw expression).

every 1st day of month
every 2 weeks
every monday
0 9 * * 1        (cron — every Monday at 09:00)
L LW #           (Quartz extensions — last day of month, last weekday, nth weekday)

Quartz cron is a superset of standard Unix cron, adding L (last), LW (last weekday), and # (nth occurrence) operators. The description is human-readable via cronstrue, and three future execution dates appear as a preview.

Creating a rule

1. Open **Automations** from the sidebar.
2. Click Add rule.
3. Pick a rule type: Transfer, Transfer Splitted, Transfer Remaining, or Categorisation.
4. Select source and destination accounts/pockets.
5. Enter amount and currency.
6. Choose a schedule (Scheduled mode).
7. Optionally add conditions, tags, and keyword matching.
8. Click Save.

Conditions

You can add optional conditions to any rule. Each condition picks an account or pocket, a field, an operator, and a target value. Combine multiple conditions with AND or OR logic.

Operators available: >, <, =, ≥, ≤, ≠

Condition values:

• For Account: total balance.
• For Pocket: allocated amount or account balance.

Conditions are stored with the rule but are not currently evaluated by the execution engine — they do not gate whether a rule fires. They may be used in a future release.

Split destinations

Define each destination pocket with a percentage of the total. Percentages must total exactly 100%.

Example: Paycheck split — 60% to spending, 30% to savings, 10% to emergency fund.

Keyword matching

Attach keywords to a rule. When a new transaction’s description contains any of those keywords, the rule auto-applies it and assigns the transaction to the configured destination account or pocket. Primarily used for categorisation rules.

Tags

Tag a rule to control where it surfaces. Tag a rule bill to see it on the Bills page; tag it income to list it on the Income page.

Expiration date

Set an expiration date (“Expires on”). On that date, the rule is removed before its next scheduled run.

Useful for one-off periods: a holiday bonus transfer ending in December, a loan repayment covering six months.

Installment rules

Installment rules are not created manually. They are generated automatically when you record a transaction marked as an installment payment (number of installments + optional yearly interest → monthly amount via amortization).

Each run posts one payment and advances the counter; the rule self-deletes after the final installment. In the rules list, installment rules show “Last payment {date}” instead of an expiration date.

Running a rule manually

Select Run now on any rule to execute it immediately. The created transaction gets today’s date.

Editing and deleting rules

Click Edit on a rule row to change any field. Click Delete to remove the rule and cancel any remaining executions — past transactions survive.

Categorisation rules

The Automations page also lists categorisation rules generated from the Insights (Review) page. These rules match transactions by keyword and file them into the right account automatically.

Creating rules from the Bills and Income pages works identically — the wizard simply pre-selects the appropriate category tag for you.