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bill-smart
Community Member

Monthly Scheduled Withdrawal Leaving $25 in Account

I have set up a monthly scheduled withdrawal. That works fine, but it transfers ALL the balance in my account every month which leaves my account at zero. Then, if before I get another payment from a client, I run out of Connects, I have to buy some and Upwork submits the charge to my bank.

I would like to set up my monthly scheduled withdrawal to withdraw and transfer all my balance EXCEPT some amount I specify, like $25. That would allow me to keep submitting proposals and buying new Connects with the money in my account instead of having Upwork charge my bank account $5.00 now and then.

Is there any way I can do this? Or, is there any way I can suggest this to Upwork as something they should consider offering? I tried to find the Live Chat lines, but couldn't. In fact, it looks like Upwork may have discontinued those? Does anyone know about that?

Thanks for any help or information...Bill Smart

ACCEPTED SOLUTION

Petra, Thanks! That's exactly what I was looking for. Heart

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2 REPLIES 2
petra_r
Community Member


Bill S wrote:


I would like to set up my monthly scheduled withdrawal to withdraw and transfer all my balance EXCEPT some amount I specify, like $25.


Go to your withdrawal methods > Edit Schedule:

 

reserve balance.jpg

 

Petra, Thanks! That's exactly what I was looking for. Heart

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