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

An Anonymous User

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

The routine to conquer my savings!

Steven Le

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

Dont Sweat The Tax

Joshua Paris

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. 🧑‍🎄

A (real) Plan for Christmas presents

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

Multi-plan: Fighting a disease

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

Multi-plan: Raising kids

<ul><li>Delivery</li><li>Furniture</li><li>Devices - stroller, cameras, etc</li><li>Clothes</li><li>Formula</li><li>Diapers</li></ul>

multi-plan:  Having a baby

<ul><li>venue</li><li>decoration</li><li>food</li><li>booze</li><li>entertainment</li></ul>

multi-plan: Planning a wedding

Split my CC payment between HMB account and an external account

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

Split my CC payment between individual and joint accounts

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.

Cash Back Rewards Redemption

Alberto Guzman-Cortes

empty my venmo/cash balance to my account

protect me from venmo or cash app

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

move money from external account after CC payment

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

Split Family Caregiving Routine

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

Remind me to put money back into a plan

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

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

Abbe Smith

income hits account, move x% out for taxes

pay my taxes

Transfer $X to YYY charity plan each week.

Sunday Service - Weekly Donation

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

Fund your 529 Plan

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

Mothers Day Reminder

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

Birthday Treat

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)

HMBradley

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