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Can I add savings goals to my account in digital banking?

If you are saving for something specific, like a vacation or large purchase, you can use the Savings Goal tool in digital banking to set your goal and track your progress.

Mobile

If you're using a mobile device, follow the steps below. For computers, go to the desktop steps

At lower left, select Accounts, then scroll down to My Dashboard.

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Tap Savings Goal then Create a Savings Goal

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Select the account you want to use to track your goal

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Select the general purpose of the fund and add a description of the savings goal. Enter the amount of your savings goal and select the target date you would like to achieve your goal.

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Once you have entered all your details, tap Create Savings Goal to save your goal.

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A message will appear at the bottom pf your screen confirming your savings goal has been created.

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To edit or delete your savings goal, from the Accounts screen, scroll down until you see Savings Goal. Tap the tile to edit or delete your goal.

add savings goals to my account in digital banking mobile step 7

Desktop

If you're using a computer, follow the steps below. For mobile devices, go to the mobile steps

From the dashboard, click Create a Savings Goal

add savings goals to my account in digital banking desktop step 1

Complete the New Savings Goal screen:

Select the general purpose of the fund and add a description of the savings goal. Enter the amount of your savings goal and select the target date you would like to achieve your goal

Once you have entered all the details, click Create Savings Goal to set your goal.

add savings goals to my account in digital banking desktop step 2

You’ll see a message at the bottom of your screen confirming your new savings goal has been saved.

add savings goals to my account in digital banking desktop step 3

Return to the Dashboard to see your new Savings Goal. To edit or delete the savings goal, click the Savings Goal widget anytime.

Editing/deleting payments can also be done under Payment Activity following same steps as above.

add savings goals to my account in digital banking desktop step 4

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