Forget about resolutions – let us help you set some goals with My Finance!
After some well-deserved indulgence, it's now time to refocus on all that you want to do in 2020. 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.
Resolutions are nice, but building achievable financial goals that you can set and forget for the coming year are even better. My Finance from Truity can help you stay on top of your Goals, so you'll avoid a blizzard of bills next January.
And 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 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.
How to Set a Goal in My Finance
- Log in to Digital Banking and find My Finance from the menu of any share account.
- Select Add A Goal on the goal dashboard.
- Select your desired pay off or savings goal.
- Fill in the required information.
- 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?