Treat Yourself
You are working to complete another lap around the sun - why not save a little each month and treat yourself the next time that it’s your birthday?
Preview Workflow
Fund Your Birthday Treat
Transfer money each month into your Birthday Treat savings Plan so that you can splurge on the big day.
Deposit Account
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What’s in a Routine?
The best financial habits are the ones you can keep — so we built a way to make sticking to your goals easier than ever. Whether you’re focused on saving for the future or making smarter spending choices today, Routines are here to help.
EXPLORE ROUTINES
Check out other templates
We’ve created a library of Routines that will get you started in customizing your automated savings journey. Explore more below.
Plan your emergency fund
Automatically build your emergency fund with recurring transfers to your rainy day fund.
Save for your future home
Build your down payment over time, automatically, with recurring transfers from external account to a savings Plan.
