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Truity Credit Union Blog > January 2019 > Get a jump on your financial resolutions with My Finance and win!

Get a jump on your financial resolutions with My Finance and win!

  • 1/22/2019

After some well-deserved indulgence, it's now time to refocus on all that you want to do in 2019. And while we can't help knock off any of that holiday weight you might have gained, we can help you set yourself up for healthy financial goals.

We want to help you make some financial resolutions that stick for the coming year and beyond. My Finance from Truity Credit Union can help you stay on top of your goals, so you'll avoid a blizzard of bills next January. And if you add a goal in My Finance, you'll be automatically entered to win one of two $250 or three $100 Amazon gift cards!

But setting goals is something you can manage all year. Use My Finance to set savings goals for vacation, a new car, a house, a wedding, etc.

Setting goals may be the best decision you make all season! And we've made sure doing it is just as easy. People that are successful in keeping their resolutions have one thing in common — they set regular, small targets that help chip away at the larger goal. My Finance can help you do just that!

As a matter of fact, we've made sure all your financial tasks are easy in My Finance. There are plenty of great features that My Finance provides like monthly cash flow, spending patterns and the like.

Remember, just setting one spending or savings resolution in My Finance enters you to win a $250 Amazon gift card. And even if you don't win, you'll have something to show for your efforts!

How to Set a Goal in My Finance

  1. Log in to Online Banking and click the My Finance tab.
  2. Select Add A Goal on the goal dashboard.
  3. Select your desired pay off or savings goal.
  4. Fill in the required information.
  5. Click the Create button to complete the process of adding a new goal.

Go to Online Banking Learn more about My Finance

Keep in mind, your Goal Summary at the bottom of the page will update your completion date and the amount needed per month according to your preferences in the form.

Goals will automatically update your progress and will reflect your day-to-day account balances.

That's it! It's that simple. But while you're there, why not set a few more?

*NO PURCHASE NECESSARY. Open only to legal residents of the 50 United States (D.C.) and Puerto Rico, 18 years and older. Ends 2/28/2019. For Official Rules, including odds, an alternate method of entry, and prize description See Winter Resolution Contest Rules. Void where prohibited.

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