From the My GreenInsights Dashboard, select Goal. To create a new goal, select ADD A GOAL. Select your goal – or choose Custom Payoff or Saving Goal. You’ll be able to choose which account you will use for the goal and the final balance you would like to save. Finally, choose between either the date you want this goal to be completed or how much you are able to save each month, which will calculate a due date for you.

You can track your progress on the Goals screen in the future, and can even receive alerts on your progress.