The Callaway Bank Digital Banking Guide

52

Money Insights Goals

Our goals feature allows you to create financial goals for yourself such as saving for a vacation or paying off a high-rate credit card. Your goal summary updates your completion date and the amount needed per month according to your preferences. Goals automatically update your progress and reflect your day-to day account balances in Money Insights. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I

10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

J1

11 12 1 21 22 2 1 2 3 K L M U V W A B C 11 12 13 1 21 22 23 2 1 2 3 4 K L M N U V W A B C 1a 2a 3 1b 2b 3 1c 2c 3 1a 2a 3a 4 1b 2b 3b 4 1c 2c 3c 4 11a 12a 1 1d 2d 3d 4 11b 12b 1 11a 12a 13a 1 1d 2d 3 A1 B1 C A2 B2 C A3 B3 C 11b 12b 13b 1 A1 B1 C1 A2 B2 C2 D A3 B3 C3 D

J2

A2 B2 C2 D2 E2 F2 G2 H2 I2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

12a 13a 14a 15a 16a 17a 18a 19a 20a

12b 13b 14b 15b 16b 17b 18b 19b 20b

Click the Money Insights tab, then click the “View Goals” link. A. Click the Add Goal button to add a new goal. B. Click the Add Goal Alert button to add a new goal alert. C. Your goals appear as bar charts to track your progress. D. View your completed goals by clicking the Completed tab. J1 J2 J3

B1 C1 D1 E1 F1 G1 H1 I1

B2 C2 D2 E2 F2 G2 H2 I2

B3 C3 D3 E3 F3 G3 H3 I3

Money Insights: Goals