Set Up Goal Setter

1

• Log in to cuAnywhere® Online Banking
• Select a share account on your dashboard

2

• Select Get Started under Goal Setter

3

• Checkmark the categories you want to save for (maximum 8 categories)
• Select Next

4

• Select Add Money To Your Goals

5

• To distribute money to the different categories, complete steps 1-3 under the Distribute tab
• Select Save

6

• To choose how additional funds should be distributed to the different categories when there is a deposit, allocate the percentages under the How Money Comes In tab
• Select Save

7

• To choose what order money will come out of the categories when withdrawals are made, arrange the categories using the up/down arrows under the How Money Goes Out tab
• Select Save

8

• To set a goal for the categories, select Set a goal

9

• Input the goal amount
• Select Update