Automations are the engine behind WealthMgr’s recurring finance features. A rule defines what to do (transfer money, record income, pay a bill) and when to do it (a schedule or a trigger). The app runs eligible rules on the day they are due.

Rule types

Type	Description
Transfer	Moves money from one account/pocket to another
Income	Records an incoming deposit (e.g. salary)
Expense	Records an outgoing payment (e.g. subscription)
Split	Divides an amount across multiple destination pockets by percentage

Execution modes

A rule can run in two modes:

Scheduled — fires automatically on a calendar schedule.
After rule — fires immediately after another rule completes (used to chain transfers in sequence).

Schedule syntax

Schedules are written in plain English using cron-style text:

every 1st day of month
every 2 weeks
every monday
0 9 * * 1     (cron expression — every Monday at 09:00)

You can switch between text and raw cron syntax in the rule editor. The editor shows the next execution dates as a preview.

Creating a rule

Go to Automations in the sidebar.
Click Add rule.
Choose the rule type (transfer, income, expense, split).
Set the source and destination accounts/pockets.
Enter the amount and currency.
Set the schedule or choose "after rule" mode.
Optionally add conditions, tags, and keyword matching.
Click Save.

Conditions

Conditions let you make a rule conditional on the current state of an account or pocket. A rule with conditions only executes if all conditions are met on the day it runs.

Example: Only transfer to savings pocket if checking account balance is greater than £3,000.

Conditions work like alert conditions — choose account/pocket, field, operator, and value. Multiple conditions are joined with AND or OR.

Split destinations

For split rules, define each destination as a percentage of the total amount. The percentages must sum to 100%.

Example: Split paycheck deposit — 60% to spending pocket, 30% to savings, 10% to emergency fund.

Keyword matching

Add keywords to a rule so it automatically applies when a transaction description contains those keywords. This is used for categorisation rules — matching transactions get assigned to the rule’s destination account/pocket.

Running a rule manually

Click Run now on any rule to execute it immediately, regardless of schedule. This creates a transaction with today’s date.

Warning

Running a rule manually does not reset its next scheduled execution date. It will still run on its next scheduled day.

Editing and deleting rules

Use Edit on any rule row to modify any field. Use Delete to remove the rule and cancel future executions. Existing transactions created by the rule are not affected.

Deduplication rules

The Automations page also surfaces categorisation rules created from the Insights (Review) page. These rules use keyword matching to automatically assign incomplete transactions to the correct account when they appear in the future.

Info

The Bills and Income pages show filtered views of your automation rules. Creating rules from those pages is identical to creating them here — the only difference is that the wizard pre-fills the category tag.