Setting Financial Goals with Finch
Last updated July 12, 2024
Setting financial goals is a crucial step towards achieving your financial aspirations. Finch provides easy-to-use tools to help you set, track, and achieve your financial goals. Follow these steps to get started:
Steps to Set Financial Goals
- Log in to your Finch account: Open the Finch app and log into your account using your credentials.
- Navigate to the 'Goals' section: Find the 'Goals' option on the menu and click on it to access the goal-setting feature.
- Add a new goal: Click on the 'Add Goal' button to create a new financial goal.
- Name your goal: Provide a clear and concise name for your goal (e.g., "Save for a Vacation").
- Set the target amount: Enter the amount of money you need to achieve your goal.
- Choose a deadline: Select a realistic deadline for when you want to accomplish your goal.
- Review and save: Double-check the details of your goal and click 'Save' to start tracking it.
Following these steps, you can effectively set and work towards your financial goals with Finch.
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