How to create and assign bulk auto-transfer presets

Bulk auto-transfer presets let you automate how money is moved across your Soldo account. Instead of setting up transfer rules for each user, wallet, or card one by one, you can create a preset and apply it to multiple resources in a single step.

This saves time, reduces manual effort, and ensures everyone has access to the funds they need without the risk of missed top-ups or overspending.

What are auto-transfer presets?

An auto-transfer preset is a saved set of transfer rules. You can apply it to one or more users, wallets, or cards to automate how money flows into or out of those resources.

Each preset is based on a specific trigger type:

• Periodic transfers – Transfer money daily, weekly, or monthly on a fixed schedule
• Low balance transfers – Automatically top up a resource when its balance drops below a set amount

You can use presets to:

• Ensure teams or users always have a minimum balance
• Regularly top up project wallets at the start of each month

How to create an auto-transfer preset

1. Log in to the web app.
2. Go to Configure > Bulk auto-transfers
3. Select Create preset
   
4. Choose a transfer type:
   • Periodic transfers – Based on a daily, weekly, or monthly schedule
   • Low balance transfers – Triggered when a resource balance drops below a defined amount
     
5. Choose the funding source
   
6. Set up your transfer rules. For example:
   • Set balance to – Adjust the resource’s balance to a target amount
   • Send – Move a fixed amount from a wallet to your selected resources
   • Remove – Pull funds back from resources to a wallet
     
7. Select Next, then choose the resources (users, wallets, or cards) to apply the rules to — or skip and add them later
   
8. Give your preset a name and optional description
9. Review your setup and select Confirm

Your new preset will appear in the Bulk auto-transfers section, ready to assign or update as needed.

Assign a preset to users, wallets, or cards

You can assign a saved preset directly from the Bulk auto-transfers page or from within each resource:

• Users: Go to Users > Select a user > Transfers tab > Choose Periodic or Low Balance option
• Wallets: Go to Company wallets > Select a wallet > Transfers tab > Choose Periodic or Low Balance option
• Cards: Go to Cards > Select a card > Transfers tab > Choose Periodic or Low Balance option

Select the Edit option in the preset panel, choose the relevant preset, and confirm.

Edit or update an auto-transfer preset

You can change the transfer rules, source wallet, or assigned resources at any time:

1. Go to Configure > Bulk auto-transfers
2. Select the preset you want to edit
   

Then choose from the available tabs:

• Rules – Adjust the transfer logic or source/destination wallet
• Resources – Add or remove users, wallets, or cards
  

Changes are applied instantly across all assigned resources.

To make changes to the name and description of the preset, or to delete the preset entirely, select the three dots (more options) and choose the relevant option:

• Edit details  – Make changes to the preset name and description
• Delete – Delete the preset
  

Tips for using auto-transfer presets

• Always ensure your source wallet has enough funds for automatic transfers to succeed
• Use clear, consistent names for each preset to make them easy to identify
• Review assigned resources regularly to keep your configuration up to date