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Rules & Goals
Learn about Rules and Goals, and how they can help you boost your saving and investing Goals.
25 articles
How Rules Work
Set triggers to automatically save.
What is the Credit Card rule?
What percentage of my credit card spend should I save?
Can I use multiple credit cards with this rule?
How can I avoid overdrafts with this rule?
Will a temporary hold or pending credit card transaction trigger this rule?
How do I pay my credit card bill with the money I've saved?
Manage Rules
IFTTT Rules
Apple Health Rule
52 Week Rule
Freelance Rule
Spend Less Rule
Guilty Pleasure Rule
Round Up Rule
Payday Rule
Set & Forget Rule
Your Goals
What you're saving for
Savings Goals vs. Investment Goals
Investment Goals
Savings Goals
Retirement Goal