Automation Rules

Set financial rules that your money follows automatically. Schedule yield reinvestment, set spending guards, trigger purchases, and automate recurring transfers.

Automation Rules are the core of Autonomous Money. A rule is a conditional instruction: IF [trigger] THEN [action]. Your wallet executes it automatically, every time the condition is met, without you being present.

Rule anatomy

WHEN [trigger condition]
IF   [optional filter]
THEN [action]

Example:

WHEN every Sunday at midnight
IF   yield earned this week > ₹100
THEN reinvest 80% of yield into CETES Stablebond
     send 20% to my liquid reserve

Available triggers

Available actions

Step-by-Step: Creating Your First Rule

1. Go to Rules → Create Rule
2. Select a trigger type from the menu
3. Configure the trigger parameters
4. Add an optional filter condition (IF clause)
5. Select the action
6. Configure action parameters
7. Name your rule (e.g., "Sunday Reinvest")
8. Set rule status: Active / Paused
9. Tap Save Rule

Example Rules Library

Auto-reinvest yield weekly

WHEN every Sunday at midnight
THEN reinvest all yield earned this week into CETES Stablebond

Coffee fund

WHEN balance earns more than ₹6 in any day
THEN move ₹6 to liquid reserve
     [your coffee budget, funded by yield]

Price-triggered purchase

WHEN tracked item price drops below ₹1,500
THEN notify me immediately
     [manual confirm to purchase]

Salary auto-split

WHEN inbound transfer detected above ₹50,000
THEN send 50% to spending liquid reserve
     send 30% to CETES Stablebond
     send 20% to [external savings wallet]

Best Practices

• Test new rules in Dry Run mode first — the rule simulates without executing for 7 days, showing you what it would have done
• Keep rules to one clear intent per rule — compound logic is harder to debug
• Use Rule History to review every execution, including skipped triggers (when the IF condition wasn't met)