How do I set a savings goal?

  1. From the dashboard, click on the “Customize” toggle.

  2. Set the “Savings Goal” widget to “On.”

  3. Save.

  4. With the Savings Goal widget turned on, click the “Create a Savings Goal “ link.

  5. Choose the share account (Savings Account) you would like to set your savings goal for.

  6. Select the appropriate category in the “What are you saving for?” drop down.

  7. After setting a description, amount, and the target date for the goal, click the “Create Savings Goal” button.

  8. This widget will now appear on your dashboard when you login from any device and you will also be able to quickly make a transfer to it.