How to set Rules for Spaces?

Within your Spaces you can create your own Rules! Rules are automatic transactions and standing orders which you can set up between your Spaces, including your main account. This feature helps you keep your finances organized.

1. Login to your app and go to Finances
2. Tap on Automations
3. Tap on Rules for Spaces 
4. Tap Create a rule
5. Select two Spaces for your rule which can also be your main account
6. Enter the amount and tap Continue
7. Add an optional reference text and tap Continue
8. Choose the frequency and starting date and tap Confirm

Alternatively, you can create a Rule by first opening either of the Spaces for which you want to set it up:

1. Go to Finances
2. Open your preferred Space
3. Tap Manage and proceed like Step 3 above

1. Login to your app and go to Finances
2. Tap on Automations
3. Tap on Rules for Spaces
4. Tap on the active Rule you want to delete
5. At the top right corner, tap on the bin icon
6. Confirm by tapping Delete

Alternatively, you can find an active Rule in either of the Spaces which that Rule is linked to:

1. Go to Finances
2. Open your preferred Space
3. Tap Manage 
4. Tap Rules for Spaces

• How can I assign an IBAN to my Space?
• How can I assign an N26 card to my Space?
• How can I automatically transfer any proportion of my incoming transfers to my Spaces with the Income Sorter?
• How can I automatically round up any card payment and transfer the difference to my Space with Round-Ups?

• Rules for Spaces and regular outgoing Standing Orders are processed at the same time of day (0100 UTC). This means if you have a Rule and Standing order set up for the same date, you will need enough funds on that day to cover both.
  • If you have Standing Orders that are dependent on your Rules having happened first, you will need to make sure the Standing Order is set for the day after the Rule. This also means that if you want to prioritize your Standing Orders they need to be set for the day before your Rules.
• Overdrafts and Rules for Spaces: If you have an activated Overdraft, a Rule will still be processed automatically even if your balance is negative. If you don’t have an active Overdraft, the Rule won’t be applied if you don’t have sufficient funds for it.