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Activity overview

Omni Card
How to use your Omni CardThe Omni Card is a flexible debit card designed for users who manage their money across multiple Pods. Whether you’re splitting expenses, budgeting tightly, or keeping spen...

Is Sequence a bank?
At Sequence, our goal has always been clear: to help users gain control over their finances by building the best and smartest financial automatic transfers machine. We believe in empowering users t...

Action Types
Action types determine how Sequence calculates the final transfer amount. These range from simple static amounts to dynamic amounts calculated at runtime. Sequence currently supports the following ...

Action
The action component of the rule specifies which transfers will be executed, their destinations, and the amounts to be moved. You can choose from various "Action Types" to determine the transfer am...

Condition
A condition, if set, is a requirement that must be met for an action to happen. Conditions make rules more specific, so they only work when certain things are true. Conditions are optional; rules f...

Trigger
A trigger defines the event that initiates the rule. Triggers can be based on three types of events:
Incoming funds: When money is deposited into a specified account, pod, or an income source.
S...

Rules Overview
Overview
Sequence allows users to automate the management of their finances through customizable rules that trigger automatic transfers based on specific conditions. These rules help users direct t...

Manually Connecting Liability Accounts
Liability accounts in finance are classified as the money you owe to others. This can include things like loans you've taken out, bills you need to pay, mortgages on property, and any revenues or p...

Remote API
Welcome to the documentation for the Sequence Remote API! This guide will provide you with all the information you need to integrate and utilize the new Remote API feature in Sequence.
Important!...

How do transfers in Sequence work?
Transfers in Sequence work in two ways.
Income Source account to External Account transfers: Sent via same-day ACH which means the transfer is completed on the same day it is initiated. In order to...
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