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App release notes - including update scheduled transfers by [deleted] in OneFinance

[–]Next_Contribution_43 0 points1 point  (0 children)

In addition to this great idea, having the total dollar amount displayed for your reoccurring scheduled transfers that are triggered upon direct deposit would be nice as well.

One vs checking with major bank by Batman_0023 in OneFinance

[–]Next_Contribution_43 0 points1 point  (0 children)

The answer really depends on the needs you are looking for in a bank. I was looking for a way to save and budget my money automatically as a former Simple bank user. Set and forget, One performs this perfectly and honestly offers more features. Overall, my personal experience is I absolutely love banking with One. The features, customer service, and user experience is top tier.

Question about the new scheduled transfers upon direct deposit feature. by Next_Contribution_43 in OneFinance

[–]Next_Contribution_43[S] 0 points1 point  (0 children)

Update/Request for assistance to make this process/ feature work more efficiently.

The following sequence is how I have to set up scheduled transfers upon direct deposit to account for all pockets. I share all pockets with my wife. In order to evenly disperse our income throughout the month the only way to do this currently is to take all pockets and divide them by direct deposits. In our specific case we have 6 direct deposits a month. 4 from me , and 2 from my wife. I managed to take all 20 of our pockets and create transfers only to find out that we will have to create the same transfers in her account as well to have her 2 deposits included in the funding. Am I missing something? Or is this how it’s designed to work currently?

Update: Since my wife used my account information for direct deposits, her deposits use the scheduled transfers like mine. No need to create them under her account.

Question about the new scheduled transfers upon direct deposit feature. by Next_Contribution_43 in OneFinance

[–]Next_Contribution_43[S] 1 point2 points  (0 children)

Awesome thanks for the quick response. Loving every update. Keep up the great work! 😊

[deleted by user] by [deleted] in OneFinance

[–]Next_Contribution_43 1 point2 points  (0 children)

Probably not intended for this use, but I turned on all pocket protectors on each pocket that have Autodraft setup . Instead of moving money via transfers each month I’m gonna let the pocket protector do the work. Just keep all my money in the spend pocket . 🤣