If you’ve decided to add a new source or want to try out Autopilot for the first time, it’s simple!
- Head to Autopilot in the app, by tapping on the blue circle icon on the home screen, located in the top right-hand corner of the screen
- Select “Set New Sweep”
- Select your source, including debit cards, bank accounts, or deposits (more info here What types of deposits are detected?).
- Finally, select the amount you’d like to sweep into each Jar.
You’re all set! The next time you receive a deposit from that source, it’ll sweep to the correct jar, automatically.
We're recommending the 50-30-20 split (find out more here) so you can easily sort your deposits between paying your bills, growing your wealth, and spending. The best part is it's all completely flexible, you can adjust Autopilot to suit your goals at any time!