Use Money Manager Goals to Hit Your Savings Targets (1:39)


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Video Summary


Saving for a down payment or a 10-day trip to Italy? Whatever your goal is, Money Manager helps you keep it in focus. Money Manager helps you plan and set aside cash each month so you’ll stay on track. It’s easy to watch your progress and stay motivated while your savings grows.

Video Transcript

00:00:00 - 00:00:23

How to Set Goals

Set and track your financial goals. Keep your eye on your accomplishments, and stay motivated, take control of your finances to quickly and easily reach your goals.

These are some previous ones we’ve set up. Let’s add another goal.


00:00:24 - 00:01:16

Add a Goal

Choose from one of the categories, or if you like, you can create a custom goal.

Enter a name for your goal, and choose an image from the library.

Then, choose the account you’ll use to help achieve your goal, how much you want to save, and whether to use the entire balance of this account or keep a portion of it set aside.

You also need to set how you would like to complete this goal. You can either select an end date, which will estimate how much you will need to save monthly, or you can set a monthly savings goal, which will provide a completion date.


00:01:17 - 00:01:30

Add Goals to Your Dashboard

It’s simple to add your goals to your main dashboard. So you can keep an eye on all your financial accomplishments.

 

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Related Products and Services

Money Manager Dashboard

See all of your financial activity in one, convenient place - even accounts at other banks.

Cash Flow Calendar

Track your daily cash flow with an interactive calendar. Gain insight into money coming in and money going out.

Alerts

Stay on top of daily activity and watch for potential fraud. Receive ´╗┐email alerts when you're about to exceed a spending category, reminders to pay bills and progress towards your financial goals.

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