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.
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.
Set it and forget it. Routines run automatically, so you can build solid financial habits in your sleep.
Start with just one Routine or ten. Edit, reconfigure, and adjust them to find your perfect setup.
Don’t know where to start? We provide a blueprint to help you get going with the financial basics.
Routines are composed of two elements: Triggers and Actions. Easy to understand – but adaptable enough to be customized for your financial needs.
Step 1
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
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
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.
You can try our Routines Templates and adapt them to your needs, or create your own from scratch using Triggers and Actions.
Transfer a portion of your paycheck into your selected Plan, making it easy for you to save money without having to think about it.
Don’t let your earned interest go to waste – automatically roll it to a Plan and put it right back to work for you.
Roll your HMBradley Credit Card cash back directly to a Plan every time you redeem to build your savings even faster.