Colony Bank Online Banking User Guide

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Savings Goals

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button.) In the Financial Planning tab, click Savings

(Mobile Only Click the

Goals. 1. Click the Savings Goals tab. 2. Click the Create a savings goal button if this is your first savings goal or the + icon if you have created previous savings goals. 3. Select an account to use for this goal and click the Next button. 4. Select a category and click the Next button.

Savings & Goals: Financial Wellness