Getting started

Welcome to PaySplit. This quick guide walks you through connecting an account and creating your first allocation rules — no spreadsheets required.

  1. 1) Create an account. Sign up and confirm your email.
  2. 2) Connect deposits. Securely link payroll or your primary checking account.
  3. 3) Add rules. Start simple — e.g. 50% bills, 30% savings, 20% fun — then iterate.
  4. 4) Get notified. We’ll message you when allocations complete.

Tips

  • Use caps for goals like “Emergency fund up to $5,000”.
  • Prioritize fixed bills before percentages.
  • Pause a rule any time — allocations resume with the next deposit.