Don’t leave money on the table

Your account balance (hopefully) creeps up month-over-month as you rack up your paychecks.  Use this Routine to notify you when your account balance reaches a comfortable amount, reminding you to save the rest.

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Remind me to save

Get notified when your account balance gets high enough to sweep the extra out of your available balance so that you don’t accidentally spend it.

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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.

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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.

Explore this Routine
emergency-fund

Save for your future home

Build your down payment over time, automatically, with recurring transfers from external account to a savings Plan.

Explore this Routine
down-payment