When my chase checking goes above $5,000, sweep the extra into my hmbradley account

The routine to conquer my savings!

Add $500+ to my HMB account every month to maximize my savings and APY. But also set up routine to replenish what I spend from account

Dont Sweat The Tax

For self-employed individuals who want to be prepared for tax season. Set aside tax for each invoice automatically with a routine.

A (real) Plan for Christmas presents

When I spend money at the gas station, send 5 dollars to my Christmas present fund so I can actually save money for presents throughout the year. 🧑‍🎄

Multi-plan: Fighting a disease

Need to research - but top of my head. Treatment Meds Transportation Self-Care Home care Home adjustments - Furniture, devices, tools

Multi-plan: Raising kids

Pre-school Nanny / after school Activities - soccer, t-ball Clothes Holiday budget Misc Stuff - toys, bike

multi-plan: Having a baby

Delivery Furniture Devices - stroller, cameras, etc Clothes Formula Diapers

multi-plan: Planning a wedding

venue decoration food booze entertainment

Split my CC payment between HMB account and an external account

Split my CC payment between individual and joint accounts

Pay off purchases made by my auth user from my joint account and purchases made by me from my individual account

Cash Back Rewards Redemption

Once cashback rewards reach a certain amount (ie. $30) automatically redeem and move to plan/deposit account. Upon redemption, sends a notification that rewards were redeemed.

protect me from venmo or cash app

empty my venmo/cash balance to my account

move money from external account after CC payment

After I pay my CC (or autopay does) automatically move money from an external account to replenish my HMB account balance

Split Family Caregiving Routine

Fairly split and contribute X% of DD to joint account, which is dedicated to covering parental expenses often shared by siblings.

Remind me to put money back into a plan

When i withdraw money from a plan, remind me to put the money back so I'm still on track to hit my savings goal

overdraft protection - when I go to $0 pull from a plan

Send me an email when my available balance is less than $100

pay my taxes

income hits account, move x% out for taxes

Sunday Service - Weekly Donation

Transfer $X to YYY charity plan each week.

Fund your 529 Plan

Encourage the early habit of saving for your kid's college - start putting money away for their 529 Plan today. Trigger - on X day Action - Pull from ext account and fund plan

Mothers Day Reminder

Never forget mothers day again - set aside $10 a month so that you're ready to splurge on mama

Birthday Treat

On my birthday, put $200 on my Birthday Treat plan

Split rent together

Joint account with roommate, every month, auto transfer funds into our joint account (and divvy up depending on how much everyone pays), then auto-pay rent/ send a rent check (some rent platforms have ACH autopay thru their platform)