Oak View National Bank Personal Online Banking User Guide

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Financial View Goals

Our goals feature allows you to create financial goals for yourself, such as saving for a vacation or paying off a high-rate credit card. Your goal summary updates your completion date and the amount needed per month according to your preferences. Goals automatically update your progress and reflect your day-to day account balances in Financial View.

D

C

A

B

Click the Financial View tab, then click the Add Goal button if this is your first time creating a goal or the “View Goals” link to view existing goals. A. Click the Add Goal button to add a new goal.

B. Click the Add Goal Alert button to add a new goal alert. C. Your goals appear as bar charts to track your progress. D. View your completed goals by clicking the Completed tab.

Financial View: Goals