Beta
Introducing Routines
The best way to build healthy financial habits is to stick to a Routine. Automate your finances and streamline the process of building your savings in just a few clicks.
Built for anyone.
Customized by you.
See how it works
Automated
Set it and forget it. Routines run automatically, so you can build solid financial habits in your sleep.
Customizable
Start with just one Routine or ten. Edit, reconfigure, and adjust them to find your perfect setup.
Curated
Don’t know where to start? We provide a blueprint to help you get going with the financial basics.
HOW IT WORKS
Effortlessly automatic
Routines are composed of two elements: Triggers and Actions. Easy to understand – but adaptable enough to be customized for your financial needs.
Triggers
Actions
Step 1
Select your Trigger
First, pick a trigger that will start your Routine. This could be a deposit, a type of transaction, or even a date. The trigger will activate your Routine each time it occurs without you lifting a finger.
Step 2
Set your Action
Actions are the things that happen after the Trigger. This is where things come to life and our Routines engine gets to work. Actions can be initiating transfers, saving to a Plan, and much much more.
Step 3
Watch your Routine run
Kick off your Routine then kick up your feet and relax as you watch the magic happen. Your financial machine is now running automatically for you – just the way you built it.
Build your own, or choose from ours.
You can try our Routines Templates and adapt them to your needs, or create your own from scratch using Triggers and Actions.
Put your paycheck to work
Transfer a portion of your paycheck into your selected Plan, making it easy for you to save money without having to think about it.
Put your interest to work
Don’t let your earned interest go to waste – automatically roll it to a Plan and put it right back to work for you.
Watch your rewards compound
Roll your HMBradley Credit Card cash back directly to a Plan every time you redeem to build your savings even faster.
