Manage Goal Contributions and Priorities

  • Updated

With the Manage Goals panel, you can adjust the size of your contribution to each goal type and determine the priority of goals within a specific type.
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A contribution is the amount of money that you plan to allocate each month to an overall goal type. The priority is the order in which that contribution will be applied to each goal within a particular type.

Your monthly contribution will be applied to whatever goal has the highest priority. When that goal is achieved, the contribution will be applied to the goal with the second-highest priority and so on.

Manage Savings Goals

    1. Click on Savings under the Manage Goals side panel on the right to open the monthly contribution window.
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    2. Click Edit Contribution.
    3. Enter your new contribution amount.
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    4. Click save.

    You will see the new goal reflected in the goal summary at the bottom of the window. The projected date will also automatically update. mceclip4.png

    1. Click "Reorder" on the right side of the screen.
    2. Click and drag the goals to your preferred order.

Manage Debt Goals

Debt goals are managed differently. You contribution is an amount in addition to your minimum payments for each debt.

    1. Click on Debt Payoff under the Manage Goals side panel on the right panel to open the monthly contribution window. mceclip6.png
    2. Click Edit Contribution.
    3. Enter your new amount.
    4. Click save.

    Notice that the projected payoff dates will update automatically.

      1. Select the dropdown menu on the right side of the panel. The default setting is Fastest Payoff First.
      2. Choose your preferred priority method.
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    You can choose from "Fastest Payoff First," “Highest Interest First,” “Lowest Balance First,” and “Highest Balance First.”

Disclaimer: The functionality of this software varies depending on which financial institution you use. Not all content in this help center will apply to your experience.

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