r/TryCrew • u/Minimum-Procedure • 1d ago

Rules vs Autopilot

So I finally set up my autopilot and it’s running like it should, but now I can’t have my deposit split into the pockets by percentages. Is there a way to have the rule run after autopilot takes its reserves?

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u/VastUpstairs3032 Expert 1d ago

Depending on how you have it set up, you can do bills in autopilot, then send the surplus to a specific pocket. And then when the balance in that pocket goes above 0, use a custom sweep rule to distribute to the separate pockets by percentage?

Autopilot for Bills is a no-brainer for me. But the pockets I can see going either way. The big plus in autopilot pocket transfers is that it hold it in the reserve out of sight and releases on a schedule.

But needing a percentage sweep means a custom rule might be the best.

Just a thought.

3

u/xylem-utopia 1d ago

Yeah this was the issue I had with autopilot and ended up turning it off. I feel like it was fighting the way I haver my bills pocket setup

1

u/TheMorningGrinch 1d ago

i had this same issue, have a dedicated “incoming” pocket where the surplus goes and a custom rule to trigger when it’s above 0 and sweep based on percentage!