Automatic savings rules

Saving now happens on payday, not at the end of the month when there's nothing left. Set a rule once — a percentage or a fixed amount, tied to a named goal — and Cassis works out the transfer the moment your salary lands.

Rules respect a floor you set. If your balance would drop below it on payday, the transfer is skipped rather than pushing you toward an overdraft, and you'll see why. That single detail is the difference between a rule you keep and one you delete after the second time it caused a problem: in our beta, rules with a floor were still running after six months in 84% of cases, against 41% for rules without one.

Cassis still never moves money itself. The rule tells you what to transfer and when, and you confirm it in your own banking app — fifteen seconds, and no write access to your accounts.

Available now on Pro and Household, with up to three rules per goal.

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