Northwest Personal Online Banking User Guide

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Goals Overview Whether it’s saving for retirement, paying off a car loan, or just putting some money away for emergencies, we all have financial goals that require long-term planning. The Goals tab helps you make those plans and allows you to visualize them on a simple timeline. Each goal you create will be tied to only one of the accounts you’ve added — except retirement goals, which can be tied to multiple accounts. If you have multiple savings accounts, you may create multiple savings goals.

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Click the Goals tab from the Home page . A. Your goals appear on the timeline as colorful circles. As you scroll to a savings or retirement goal, you’ll see the amount you’ve put aside for that goal as well as the total amount you hope to achieve. Goals will automatically update as you put money into a savings account or pay off a debt. B. Use the slider to navigate back and forth on the timeline. J1

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Accounts: Money Insights Initial Setup