Use My $ Snapshot to create savings
goals, like saving for a vacation, or a debt reduction goal, like paying off a high rate credit
card. The goals tool asks for a date by which you want to accomplish the goal and keeps
track of your progress automatically.
How to set goals for your finances:
Step 1: Select "Add Goal" on the goal dashboard.
Step 2: Select your desired pay off or savings goal.
Step 3: Fill in the required information.
Step 4: Click the "Save" button to complete the process of adding a new goal.
Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.
Goals will automatically update your progress and will reflect your day-to-day account balances.