> For the complete documentation index, see [llms.txt](https://docs.a-pay.one/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.a-pay.one/faq/a-pay-merchant-portal/interface/settings/auto-balance-transfer-rules.md).

# Auto balance transfer rules

The **Auto balance transfer rules** table contains the schedule for automatic balance transfers.

<details>

<summary>Table columns</summary>

* **Project** — project name.
* **Currency** — transfer currency.
* **From payment system** — source payment system from which the funds were transferred.
* **To payment system** — destination payment system where the funds were credited..
* **Amount** — transfer amount.
* **Periodicity (days)** — transfer interval in days.
* **Periodicity (time)** — transfer time (UTC+0).
* **To payment system min balance threshold** — minimum balance of the credit payment system to trigger transfers.
* **From payment system balance disable threshold** — minimum balance of the debit payment system that disables auto-transfer.
* **Is enabled** — indicates whether auto-transfer is active.
* **Actions —** available actions for the record (e.g., copy row).

</details>

### Available actions

**View auto-transfer rules**\
Browse all auto-transfer rules across your projects. Use the **Project** filter in the filter panel to narrow the list by project.

**Create a new auto-transfer rule**

1. Click **Create auto-transfer** rule in the top-right corner.\
   ![](/files/svbf0dJrxJv58SNgdkSK)
2. Select the project and currency.
3. Choose debit and credit payment systems.
4. Enter the transfer amount *(Transfers can only be made between methods with the same currency.)*
5. Specify periodicity:
   * Days — interval between transfers.
   * Time — time of day (UTC+0).
6. (Optional) Set thresholds:
   * To PS min balance threshold — minimum balance on the credit system to allow transfers.
   * From PS min balance disable threshold — minimum balance on the debit system to stop transfers.

<details>

<summary>Example</summary>

If you create an auto-transfer rule with the values shown in the screenshot below, it will work as follows:

Every day at 00:00 UTC, funds will be automatically transferred from the payment systems upi\_fast\_v and paytm to the imps payment system balance. The amount of each transfer will be 100,000 INR.\
The auto-transfer will continue until the balances on upi\_fast\_v and paytm drop to 300,000 INR.

<figure><img src="/files/MA4VVTKFvlwzRclC6FSI" alt=""><figcaption></figcaption></figure>

</details>