How to set Savings Goals – Mobile

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.

CONTACT

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LOGIN TO YOUR SFFCU ACCOUNT

  • Tap More
  • Select Planning
  • Tap Savings Goals.
ENTER THE DETAILS OF YOUR REQUEST

  • Tap +Create a savings goal.
  • Select the savings account you want to use for the goal. Then tap Next.
  • Choose a category. Then tap Next.
  • Enter a Title.
  • Enter a Goal Amount.
  • Enter a Target Date (optional).
  • Tap 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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