- Click Goals
- Then click Create a New Goal.
- Name your goal.
- Pick the goal type (Fixed goal, Flexi goal, Dollar Goal, Stash, Investment, Spend & save or Lock up).
- Set the amount of money you want to save.
- Set the target date for achieving the goal.
- Set the date to begin saving.
- Pick your saving frequency (daily, weekly or monthly).
- Pick the account money will be saved from.
- Click Create Goal.