How to Automate Your Finances with Sequence in 2025 (Step-by-Step)
Learn how to automate your finances with Sequence in 2025 using the 50/30/20 budget rule, step by step.
In this tutorial, Nick Cisler, a financial automation expert from Sequence, walks you through how to build a fully automated financial system from scratch. The example used is the 50/30/20 budget rule, where 50% of your income covers needs, 30% goes to wants, and 20% handles savings and debt repayment. The goal is to have your bills paid, savings growing, and financial goals moving forward without lifting a finger after setup.
The first step is creating a dedicated sub-account (called an Income Source in Sequence) to receive your income. You have two options: connect an existing bank account from any bank for basic functionality, or open a Sequence account powered by Thread Bank, an FDIC-insured bank based in Nashville, for faster transfers and more control. Nick shows both methods so you can choose what works for your situation. Whether you have a salary, a side gig, or rental income, you can create a separate Income Source for each one and apply its own automation rules (called Sequence Rules) to that specific income stream.
Here's the live Sequence map from this video, adjust the numbers to match yours: https://playground.getsequence.io/?id...
#FinancialAutomation #PersonalFinance #502030Budget #MoneyManagement #Sequence
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Sequence is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply.
The Sequence Visa debit card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. The Sequence Visa charge card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply.
Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when Thread Bank places them at program banks in its deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact [email protected] with questions on the sweep program. Pass-through insurance coverage is subject to conditions.