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Can I prioritize certain expenses in my Automation?

Updated at September 23rd, 2024

Yes! By following these steps, you can easily prioritize certain expenses in your Automation.

  • Select the automation you want to edit
  • Tap the pencil beside Bills 
  • At the bottom of the screen tap "I'll handle the math" (note this means Zeta will no longer calculate how much to set aside. This is the only way to change the order)
  • You should see drag-and-drop dots next to each Bill name and you can reorder the priority of funding there

If you need additional assistance setting up or editing an Automation, reach out to your Concierge in app!

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