How to set Savings Goals – Computer

Set Savings Goals
SUMMARY

Members may create savings goals to help set aside money for the things they want or need. Begin by using Secondary Accounts to make budgeting and saving easy. Add a nickname (e.g., vacation, taxes, school) to help organize accounts. Then create savings goals to help you stay on track.

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LOGIN TO YOUR SFFCU ACCOUNT

  • Place your cursor over Planning and click Savings Goals.
ENTER THE DETAILS OF YOUR REQUEST

  • Click + Create a savings goal.
  • Select the savings account you want to use for the goal. Then click Next.
  • Choose a category. Then click Next.
  • Enter a Title.
  • Enter a Goal Amount.
  • Enter a Target Date (optional).
  • Click Create Goal.
AFTER YOUR SAVINGS GOAL IS CREATED…

  • The Savings Goals screen will display. You will be able to view and manage your savings goals.
  • Consider setting up Alerts to keep track of your progress.

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