MyMark Online Money Manager makes it easy to set goals and track your progress. Follow these easy steps:
Step 1: Click on the "Goals" tab in MyMark and click "Add a Goal".
Then choose the type of goal you want to create – Savings or Debt Reduction. Keep it SMART (Specific, Measurable, Achievable, Realistic and Time-based). The great thing about MyMark is that the goal-setting tool automatically guides you.
Step 2: Set amount and account.
MyMark asks you to link your goal to an account. If one of your goals is to reduce debt, be sure you have added the account to MyMark to make the goal realistic.
Step 3: Select completion and notification method.
Choose a goal completion date. Then MyMark will calculate how much you need to save/pay each month to achieve your goal. Or specify how much you can apply to your goal each month and MyMark will estimate the date you will achieve your goal.
Step 4: Set where and how you want to be kept informed of your progress.
A great way to stay connected with your goal is through automatic notifications. Putting the goal on your MyMark dashboard can also help keep the goal top of mind.
Step 5: Confirm the Goal.
MyMark will show you a Goal Summary complete with current status and estimated completion date. Click the green Create goal button and you are on your way to achieving a real financial goal in 2014!
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