1. Sign in to Servus online banking and select the More dropdown from the main menu.

2. From the More dropdown, select Goals.

3. From the Goals page, select "Add a new goal".

4. From the Add a goal page, select what type of goal you would like to create.

5. Now that you've chosen your goal type, you must choose your Contribution method.

Choose an automatic contribution for recurring, automatic deposits.

Choose a manual contribution to fund your goal when you want.

6. If you chose automatic contribution, continue to the next step. If you chose manual contribution, skip to step 18.

7. You must choose which account your goal will live in. From the Add a goal page, choose an existing account, or create a new one from the Select membership dropdown.

8. Acknowledge the disclaimer to continue.

9. Under Setup your goal, choose a Goal name and Target amount.

10. Under Schedule your transfer, choose the amount you will contribute to your goal (Add funds every) and the frequency (Time period).

11. Use the From account dropdown to choose which account you will fund your goal from.

12. Use the calendar tool to select your Goal start date.

13. Under Transfer by date or amount, decide whether you would like to achieve your goal by a date or amount.

14. If you select By date, enter your Goal target date and we will automatically calculate how much you must transfer and the frequency.

15. If you select By amount, Enter your transfer amount and we will automatically calculate how much you must transfer and the frequency.

16. Select Continue

17. You're almost there! Before finishing, consider taking a few moments to review your goal details. If everything looks good, select Continue.

Success! Your goal has been added. You're all done! The following steps are only relevant for users who have chosen Manual contribution.

18. For manual contributions, you must choose which account your goal will live in. From the Add a goal page, choose an existing account, or create a new one from the Select membership dropdown.

19. Acknowledge the disclaimer to continue.

20. Under Setup your goal, choose a Goal name, a Target amount, and a Goal target date.

21. You're almost there! Before finishing, consider taking a few moments to review your goal details. If everything looks good, select Continue.

Success! Your goal has been added.