> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://threasury.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Rules Automation Setup (Auto Top-Ups & Low Balance Notifications)

Threasury lets you automate wallet and ad-account actions so ads don’t stop on empty balance.

Using **Rules**:
* **Low balance notifications** (wallet or ad account)
* **Automatic top-ups** for ad accounts that support **instant** top-ups

Auto top-up pulls from your **Threasury wallet**. It does **not** charge your bank or card. If the wallet is empty, nothing happens.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/f/9/c/5f9c921bcd50f800/chatgpt-image-dec-12-2025-0546_1vlzclg.png =404xauto)

### Currency must match
A USD wallet can only auto-top-up **USD** ad accounts (EUR→EUR, INR→INR, …). There is **no** automatic FX in this flow. Convert in-app first if you need another currency.

### Which accounts can use auto top-up
Instant API top-ups (Meta, TikTok **HK**, Google) can. **EU TikTok**, **Snapchat**, and **Pinterest** top-ups are **manual**. Auto top-up rules do not run on those the same way. If speed matters, use HK where the platform allows it.

# Setting up rules

### 1. Low balance notifications
1. Dashboard → **Rules** → Create New Rule → **Balance Notification**
2. Wallet or a specific ad account
3. Set the threshold and schedule (about every hour, or daily)
4. Choose the email

### 2. Automatic top-ups
1. Rules → **Auto Top-Up**
2. One rule **per ad account**
3. Trigger threshold + **top-up amount**
4. Schedule: Continuously (~every 60 min), Daily (5:00 AM IST), or Every 3 hours

**Minimum auto top-up amount is $200 USD** (or the region minimum if higher), the same 200-in-currency floor as a manual top-up, not a “first top-up only” extra.

Once live, the system allocates from wallet → ad account when the balance hits your trigger.

### 3. Recommended settings
Example if you spend ~$300/day:
* Wallet low-balance alert → enough for 1–2 days
* Ad-account trigger → comfortably above zero
* Auto top-up amount → at least one day of spend, **≥ $200**

Also set a **wallet** alert so auto top-up does not fail silently.

### 4. When a rule turns itself off
A rule **auto-disables** after:
* **3 consecutive failures** (usually empty wallet), or
* **30 days of user inactivity**

You get an email; you must **re-enable** it yourself.

If a provider fails mid top-up, the deducted amount is **not** auto-refunded. It sits pending for finance. Message support.

### 5. Editing or deleting
Rules → select → Edit or Delete. Changes apply immediately.