Our goal setting tool can help you set money aside for something special. It’s easy to get started using a new or existing savings account. Here’s how:
How to set a goal in online banking
- Select My account at the top of the page, then choose My goals.
- Choose Set a goal, select one from the list or customize it by selecting Other. Then, choose Continue.
- Enter your goal's name, the total amount to reach, and what date you want to achieve your goal. Select Continue.
- Under Next step choose Step 1 Connect my goal to an account.
- Select an existing savings account or choose to open a new account, then select Continue.
- Choose Step 2 Create my initial goal funding plan to start a recurring transfer.
- Select the from account, transfer amount, frequency and start date. Then choose Confirm.
- Your goal is now set up. You can have up to 10 goals per savings account.
How to set a goal in U.S. Bank Mobile App
- Start by scrolling to the bottom of the dashboard and select Create a goal.
- Select a goal from the list or customize your own by selecting Other. Then, choose Continue.
- Enter your goal's name, the total amount to reach, and what date you want to achieve your goal. Select Continue.
- Under Next step choose Step 1 Connect my goal to an account.
- Select an existing savings account or choose to open a new account, then select Continue.
- Choose Step 2 Create my initial goal funding plan to start a recurring transfer.
- Select the from account, transfer amount, frequency and start date. Then choose Confirm.
- Your goal is now set up. You can have up to 10 goals per savings account.