This is a section to setup your financial goals.   A new home, a new car, retirement, paying off debt, saving for college or establishing an emergency fund.   To start, select Create Goal.


Setup as many as you like by following the procedure below:  

  • Establish the category and write the goal name. 

  • Input your goal amount  

  • What is the target date to accomplish your goal? 

  • Select which accounts will fund the goal