Introducing Automations

Introducing Automations

February 12, 2024

Meet UniFi Automations: Your Money, Smarter

Juggling your finances can be a hassle, but it doesn't have to be. Meet UniFi's Automations: the game-changing feature that makes money management easier than ever. It's like giving your banking app a brain – one that knows exactly how you like your finances handled.

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What are Automations?

Automations do the repetitive money stuff for you. Picture this — you get paid, and like clockwork, your cash is split up: some to savings, some for fun, and the rest for daily needs. No sweat, no spreadsheets, just your money moving where it should.

We're launching with three smart Automations:

Browse Automations

  • Paycheck Splitter - It divvies up your paycheck exactly how you want, every time.
  • Roundups - Small change from purchases? It adds up by rounding up to the next dollar into a savings spot of your choice.
  • Scheduled Transfers - Got payments to make? Set them and forget them, whether it's once or on repeat.

These foundational tools are just the beginning. Think of UniFi Automations like your personal finance team in the cloud, keeping everything ticking while you kick back.

Split That Paycheck: Budgeting Made Easy

Paycheck Splitter

Pop over to the Automations tab, tap "Paycheck Splitter," and set your rules. It's fuss-free finance at its best.

Roundups: Watch Your Savings Grow

Roundups

Every swipe of your UniFi card can tuck a little extra away. Roundups make saving as easy as buying your morning coffee.

It's like finding money in your couch, but every day.

Scheduled Transfers: Set It and Forget It

Scheduled transfer

Whether it's rent or sending a little something to mom, set up your payment once, and you're done. Pick a date, set a frequency, and relax.

It's your finances on autopilot.

Your Automations: Command Central

My Automations

Check out "My Automations" to see all your active automations. Pause, edit, or cancel them as your needs change. Total control is at your fingertips.

Give Automations a Try

Ready to make your money smarter? Set up Automations and let them do the legwork. You're going to love the difference they make.

Try it now

Don't just take our word for it, try out UniFi's Automations and feel the difference. Smarter banking is just a few clicks away!

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

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