Money Plan
Turn a money intention into an explicit, reviewable rule.
What it is
A supported arrangement describing how money should be handled under specified conditions. Captures source, destination, amount, trigger, conditions and failure behaviour.
The problem it solves
A savings intention is easy to forget or skip. A Money Plan makes it explicit: a reviewed rule that runs without requiring you to remember each time.
How it works
Describe your intention — e.g. save ₦10,000 each Friday
Provide or confirm the source, destination, amount and trigger
Review the draft plan — including fees and the condition if funds are insufficient
Approve to activate; the plan runs on schedule and reports each outcome
Important controls
You review the complete plan before it activates
Each run produces a result — completed, skipped or failed
A material change to a plan requires fresh review
You can pause or cancel at any time
Common questions
Can AI create a Money Plan without my approval?
No. An AI-assisted draft is a starting point for your review. Only after you approve does a plan become active.
What happens if there are insufficient funds?
The plan can be configured to skip and notify rather than partially execute. You decide the failure behaviour during the review.
Can I run a plan manually?
Individual runs are scheduled by the plan's trigger. Manual initiation outside the plan is a separate action.
Related capabilities