KNOWLEDGE BASE

How do I change or delete my financial goals?

Like anything else, working toward your goal is always better with a plan. Since plans can change at any time, we make it easy to change or delete your goals. Here’s how:

How to change or delete your goals in online banking

  1. Select My accounts at the top of the page, then choose My goals.
  2. Locate the goal you’d like to update and select the chevron (>) to the right.
  3. Select Edit goal details from under the goal name.
  4. To change an individual goal:
    1. Make changes to the goal type, nickname, the amount, and/or goal date.
    2. Select Update when finished.
  5. To change combined goals*:
    1. Choose Move money between my goals. 
    2. Select the one you want to reduce, then choose the one you want to increase.
    3. Enter the amount to move, then select Transfer. 
  6. Select Delete goal to remove it completely.

How to change or delete your goals in the U.S. Bank Mobile App

  1. From the dashboard scroll down to Goals, then choose Manage goals.
  2. Locate the goal you’d like to update and select the chevron (>) below the goal to the right.
  3. Select Edit goal details from under the goal name.
  4. To change an individual goal:
    1. Make changes to the goal type, nickname, the amount, and/or goal date.
    2. Select Update when finished.
  5. To change combined goals*:
    1. Choose Move money between my goals. 
    2. Select the one you want to reduce, then choose the one you want to increase.
    3. Enter the amount to move, then select Transfer. 
  6. Select Delete goal to remove it completely.

More information

Moving amounts between your goals will not move actual funds. It only changes how much you want to plan for, for each goal.

For example:

A plan is needed to save money for a family vacation and a down payment on a vehicle. It's decided that $5,000 is a reasonable to achieve within six months for both goals. The family vacation is allotted $3,000 and the down payment is allotted $2,000 from their savings account.

Some time passes and the down payment for the vehicle is more than expected. But there's not a way to increase the overall amount to save or extend the amount of time to save it. The family decides to change their goals by transferring $1,000 from the family vacation goal to the down payment goal.

*Combined goals consist of multiple goals that's assigned to one account.