HOW TO: SET A GOAL

  • Login to Online Banking and Click on Money Manager
  • Inside Money Manager, click on GOALS
  • Click on the Green Plus – ADD NEW GOAL

Goals Overview Page inside Money Manager in Online Banking delivers a structured approach to help you plan

  • Add details – name it, give it an amount and a timeframe, then select the account you want to use for the goal (this can be multiple accounts)

Add a New Goal inside Money Manager in Online Banking delivers a structured approach to help you plan

  • Now that your tracking is set up – set up an automated transfer to help fund your goal. **Money Manager does not move money or set an recurring deposits/withdrawals – you have to do that through online banking. Money manager simply shows you where your money is going and allows you to easily track and analyze.

Goal Tracking inside Money Manager in Online Banking Easily see your financial targets status

Goal Tracking inside Money Manager in Online Banking Easily see your financial targets status with progress and recommended contribution marks to take the guesswork out of savings

 

Learn More about Money Manager: https://www.greencountryfcu.com/faq-items/money-manager/