How do I set savings goals in Online Banking?

You can set savings goals online by using the Track Savings Goals in Money Tools, our interactive financial planning service in Online Banking.

If you’re a Personal customer, you’ll first need to activate Money Tools via the Features Store, which you can find within the ‘Products’ menu in Online Banking. For Premier customers, Money Tools will be available on your homepage in the ‘Manage accounts’ menu.

All the tools, including Track Savings Goals, will be visible on the Online Banking homepage. Click on ‘Money Tools’, under ‘Account’ in the ‘Manage accounts’ menu.

Track Savings Goals allows you to:

  • Allocate the money in your savings accounts to  different saving categories so that you can stay on top of your goals
  • See a clear overview of how close you are to achieving your target
  • Add, delete or edit goals as you go along