How to Set Up Your First Sequence Rules (step-by step)
Автор: Sequence
Загружено: 2025-03-11
Просмотров: 368
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Grow Your Savings, Pay off Debt, and Invest Automatically 👉 https://use.getsequence.io/YouTube - Use code "YOUTUBE20" for 20% off!
Sequence is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply.
The Sequence Visa debit card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. The Sequence Visa charge card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply.
Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when Thread Bank places them at program banks in its deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact [email protected] with questions on the sweep program. Pass-through insurance coverage is subject to conditions.
Ready to stop micromanaging every dollar? This video walks you through setting up automated money rules inside Sequence—so your salary, savings, investments, bills, and debt payments all happen automatically, without you lifting a finger.
You’ll see how to route income based on your goals, not your impulses—and why most people unknowingly sabotage their finances by keeping everything in one account. Whether it’s funding your Roth IRA, sending your “fun money” to checking, or paying off debt with a snowball strategy, this system runs the entire show.
No spreadsheets. No guesswork. No late payments. Just total financial control built once, then left to run itself. If you’ve ever wanted your bank to just do what you meant to do—this is that moment. Sequence isn’t just about saving time—it’s about making your money behave.
CHAPTERS:
0:00 Automate with Rule-Based Transfers
1:24 Divide Your Salary by Percentages
2:57 Max Out Your Roth IRA Automatically
3:52 Route Wants and Emergency Fund
4:58 Split Needs into Fixed Bill Accounts
6:21 Automate Debt, Mortgage, and Credit Card
8:10 Build a Fully Automated Payoff Strategy
To join the Sequence community and be a part of the conversation, visit:
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🔹 Twitter: / getsequence
🔹 Facebook: / sequence.io
Interested in financial advice? Reach out to Nick: / nickcisler
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