New: Automatically Move Money Between Any Bank Account Using Automations

New: Automatically Move Money Between Any Bank Account Using Automations

November 21, 2024

This year, UniFi introduced its powerful Automations feature, allowing you to move money automatically between your UniFi accounts and cards. Today, Automations becomes even more powerful: you can now automate money movement between any of your bank accounts, whether it's at UniFi, Bank of America, Chase, or over 12,000 other banking institutions.

Expand Your Financial Automation with UniFi

UniFi Automations now let you seamlessly integrate and automate transactions between UniFi and external banking institutions. This significant upgrade means your finances are more interconnected and manageable than ever before.

How Can You Use Automations?

Here are some examples of how you can use Automations to supercharge your finances:

Roundups from UniFi to Robinhood

Roundups

  • Save as You Spend: Every time you use your debit card, round up the amount to the nearest dollar and put the extra into a high-interest savings account. This effortless savings method makes it simple to grow your savings without any impact on your daily life.

Paycheck Splitter from UniFi to Ally Savings

Paycheck Splitter

  • Automate Your Budget: Every time you get paid, transfer a percentage of your paycheck into your investment account. Set it once, and watch your investments grow with each paycheck.
  • Support Your Family: Automatically send a set dollar amount to a relative whenever you get paid. This helps in maintaining support without the need to manually transfer funds each time.

Connect Across Banks

  • Broad Compatibility: With the ability to link to over 12,000 banks, Automations can move your money where it needs to go, whether that’s paying a bill from a local credit union account or transferring savings to a major national bank.

What Makes UniFi Automations Stand Out?

UniFi Automations serve as a central command for your personal finance stack, allowing you to orchestrate your finances through customizable rules that you define. This feature puts you in charge to tell your money how it should move to align with your financial habits and goals.

Paycheck Splitter from UniFi to Ally Savings

User-Friendly Interface

Setting up Automations is straightforward. Navigate to the Automations tab, choose the type of automation you need, and specify the details. It’s that easy to start automating your financial tasks.

Flexible and Powerful

Whether you're looking to manage daily expenses, save for the future, or invest, Automations provides the tools you need to set your financial strategies on autopilot.

In Conclusion

UniFi Automations continue to evolve, leading the way toward a more interconnected financial system that puts you in charge, not the banks. Use these powerful features to take command of your finances — UniFi is like having a team of accountants ensuring everything runs smoothly in the background while you focus on what matters most.

Ready to simplify your finances? Sign up for UniFi today and explore how Automations can transform your financial life.

Try it now

UniFi logo

Written by UniFiThe financial operating system for families. Try it for free

UniFi is a financial technology company, not a bank.

The Prepaid Debit Visa Card (the "Card") is issued by Lead Bank, pursuant to licensing by Visa U.S.A. Inc. and may be used everywhere Visa is accepted. Must be 18 or older to apply. Fees may apply. See Cardholder Agreement and UniFi website for more details.

Bridge Ventures Inc. ("Bridge") is not a bank. Bridge is a financial technology company and is the Program Manager responsible for managing and operating the Card on behalf of Lead Bank. UniFi is not a bank. UniFi is a financial technology company and is the Platform Provider responsible for the application, access, and management of/for the card.

UniFi spend cards are issued by Patriot Bank, N.A., pursuant to a license from Mastercard®, and are not eligible for FDIC-insurance.

Mastercard® is a registered trademark, and the circles design is a trademark of Mastercard® International Incorporated.

© 2025 Alio Financial, Inc. DBA UniFi, All rights reserved.