Build your savings and reach your goals.
Introducing Goal Builder—a free, innovative savings tool designed to help you visualize and achieve multiple financial goals within a single account. By simplifying the mental accounting of what can be used or saved for each goal, Goal Builder streamlines your savings process, reducing the need for multiple transfers.
Getting Started
1. Access Goal Builder:
Log in to your Online or Mobile Banking account and click on the “Get Started” button under the purple piggy icon.
2. Define Your Goals:
Follow the prompts to set up your first savings goal, specifying the target amount, start date, and desired completion date.
3. Set Contribution Rules:
Choose between a one-time designation or recurring contributions to fund your goal.
4. Monitor Progress:
Review your goals on the All Goals landing page, where notifications for new goals appear in the top left corner.
Frequently Asked Questions
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What is Goal Builder?
Goal Builder is a savings tool that offers visualization for multiple goals contained in one account. By removing the mental accounting of what can be used or saved for each goal, it simplifies user savings by streamlining activity to one account and reducing the need to transfer money.
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How does it work?
Users have one account driving all their goals and can set up goals according to their priorities. They can see their remaining balance after accounting for their goals. Goals are created individually, enabling users to determine how much to designate and how frequently to use “set it and forget it” rules to achieve their target goal amount.
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How do I get started?
Click on the “Get Started” button within Online Banking or Mobile Banking. It’s right under the purple piggy. From there, simply follow the prompts to set up your first savings goal.
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How much does it cost to use?
Goal Builder is a free part of your First Atlantic Federal Credit Union membership. It’s our way to help you live confidently.
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Does Goal Builder transfer money between accounts?
No. Goal Builder makes no financial transactions between your accounts. It’s a way to visualize your goals within one account.