This FAQ applies to Flourish Cash.
You can set up SmartBalance for your instantly linked checking account by following these steps:
On web (not currently supported in the iOS app).
1) Log in to Flourish at Flourish.com/login.
2) From the Dashboard, click on your Flourish account.
3A) If you have not yet completed the funding or bank-linking flow, please click on "Connect your bank" to complete this step first.
3B) If you've already completed the funding flow, you will be taken to the Activity page. From there, click "Set up Automatic Transfers."
4) Click "Set up" under the SmartBalance section towards the bottom of the page.
5) Modify your SmartBalance settings as desired. Click "Next," and then "Confirm" to save your updates.
6) Once SmartBalance has been set up, you can change the Target Balance, pause SmartBalance, or cancel it entirely by clicking on the "Settings" link shown below: