Understanding Auto Deposit Rules

Content

• Overview
• How it works
• Setting it up

Overview

Seamlessly distribute your income across accounts by setting up auto-deposit rules. Customize your percentages, and let Real handle the rest!

How it works

Auto Deposit Rule in action : - You closed a deal and got paid $10,000. You setup a rule to move $4,000 to your business checking account and the remaining $6,000 to your open house funds account.

1. Select Source: Choose all earnings or specific types like commissions or revenue share.
2. Select Accounts & Percentages: Pick the accounts and assign percentages for each.
3. Sit Back & Relax: Once you set the rules, Real will handle the automatic transfer of your money to the designated accounts, so you can sit back and relax*

Setting it up

If you are only using Real Wallet accounts then simply navigate to the Auto Deposit Rules section of Wallet within reZEN and set how you would like your funds distributed.

If you are wanting to add an outside bank account along side your wallet account(s), one external account is allowed, then you will need to make sure that account has been added under your Tax and Payout Section of reZEN. If you need to add an account click 'Start-Over' on the Tax and Payment section. Once that is complete, go back to the Auto Deposit Rules and update how you would like it split.  

Select how you would like to distribute up your income.

You can send all to your Real Wallet Debit Account or you can add a Wallet Tax Planning account and select a percentage to go to a Tax Planning account.

Or you can Split your Commissions and RevShare up. You can the select an additional account to send that Payment to as well. For example if you wanted your Commissions to be split 80/20 between two accounts but have RevShare go 100% to Real Wallet Debit Account you can do that. 

You can edit it at any time!