How do I create a savings goal?
Define what you are saving for, how much you need and how you want to plan contributions.
Guide based on the current Rank beta
The goal assistant guides you through creating an emergency fund, vacation, wedding, car repair or custom goal.
How to do it
- 1Open Goals and select Create goal.
- 2Choose the reason and enter your target amount.
- 3Indicate whether you are starting from zero or already have money saved.
- 4Plan by target date or monthly savings.
- 5Choose the account you will save from and complete the final information.
Keep in mind
- The estimate uses the target amount, starting savings and monthly contribution.
- The goal may show No estimate when information required for the calculation is missing.
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