Automation Rules

Name Transfer direction Trigger type Schedule (for scheduled transfer rules) Minimum incoming amount GBP Description must contain (optional) For incoming rules, transfer only the amount above the minimum Pot Internal fund (optional) Fixed transfer GBP (required for scheduled rules) Transfer percentage (incoming rules only) Enabled

Name	Direction	Trigger	Schedule	Minimum Income	Excess Only	Matcher	Pot	Fund	Fixed	%	Enabled	Actions
Car Insurance	main_to_pot	incoming	-	£0.00	No	-	Ring-Fenced	Car Insurance	£12.00	-	Yes	Edit Name Transfer direction Trigger type Schedule Minimum incoming amount GBP Description contains Pot Internal fund Fixed transfer GBP Transfer percentage Excess only Enabled
Lottery	main_to_pot	incoming	-	£0.00	No	-	Ring-Fenced	Lottery	£28.80	-	Yes	Edit Name Transfer direction Trigger type Schedule Minimum incoming amount GBP Description contains Pot Internal fund Fixed transfer GBP Transfer percentage Excess only Enabled
SIP	main_to_pot	schedule	weekly_friday	£0.00	No	-	Ring-Fenced	SIP	£24.25	-	Yes	Edit Name Transfer direction Trigger type Schedule Minimum incoming amount GBP Description contains Pot Internal fund Fixed transfer GBP Transfer percentage Excess only Enabled
Plusnet	main_to_pot	schedule	weekly_friday	£0.00	No	-	Ring-Fenced	Plusnet	£8.08	-	Yes	Edit Name Transfer direction Trigger type Schedule Minimum incoming amount GBP Description contains Pot Internal fund Fixed transfer GBP Transfer percentage Excess only Enabled
Over 38 Hours	main_to_pot	incoming	-	£454.92	Yes	COTTAGE RD WAGES	Ring-Fenced	Overtime	-	100.00	Yes	Edit Name Transfer direction Trigger type Schedule Minimum incoming amount GBP Description contains Pot Internal fund Fixed transfer GBP Transfer percentage Excess only Enabled
Mortgage	main_to_pot	schedule	weekly_friday	£0.00	No	-	Ring-Fenced	Mortgage	£74.00	-	Yes	Edit Name Transfer direction Trigger type Schedule Minimum incoming amount GBP Description contains Pot Internal fund Fixed transfer GBP Transfer percentage Excess only Enabled