How do I create goals in Budget Tools?

Follow these easy steps to set up Goals.

1. Select “Goals” on the Budget Tools Dashboard.
2. Select “Add a Goal” to create a new goal or choose “Custom Payoff” or “Savings Goal.”
3. Choose the account you want to use for the goal and the final balance you would like to save. Choose either the date you want to complete the goal or how much you want to save each month. If you choose this option, the due date will be calculated automatically. You can track your progress on the Goals screen in the future and can opt to receive Alerts on your progress.

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You may also need:

• What can I see on the Budget Tools Dashboard?
• How are budgets used in Budget Tools?