Quick View

Virtual Wallet Account Details

This page shows a summary of your Virtual Wallet’s Reserve or Growth account, including Recent Transactions, a look at the Money Bar and Calendar and account balances.​

Select the “Virtual Wallet Tools” to continue.

Virtual Wallet Tools

Tools Options

Reserve and Growth account types will have a Savings Goals tile on this page.​

The tiles on this page link to all the Virtual Wallet tools. What tiles are shown depend on the account type.​

Select the “Goals” tile to continue.

Goals Landing Page

Goals for This Account

The Goals landing page will list out any of the Goals created, with a progress bar demonstrating the progress towards the Goal’s target amount. ​

The user will be able to add money to the Goal, transfer money from the Goal, and edit or delete Goals.​

Select the “Add New Goal” button to launch the Goal creation popup.

Adding a New Goal

Goal Name, Amount, and Target Date

Goals for Reserve accounts are for planning for upcoming expenses, like holiday shopping or car repairs. ​

Goals for Growth accounts are for larger expenses, like a vacation or car.​

Enter the Goal’s name, Goal amount, and the target date for Goal completion.​

Select the “Start Goal” button to create the Goal.

Goals Page

Adding Money to a Goal

Once a new Goal is created, it will appear on the Goals page. ​

Money can now be added to the Goal.​

Select the “Add To Goal” button to add money to the Goal.

Add Money to Goal

Transferring money from an account into a Goal

A progress bar displays at the top, illustrating how much money has been saved so far for the Goal.​

Enter the account from which the money will come, and the amount.​

Select the “Review” button to continue.

Review Details for Adding Money to Goal​

Transfering money from an acount into a Goal

The Review step allows confirmation of entered information before submitting: the “From” account, the “To” account, amount, and date.​

The progress bar shows how much closer the saved money will be to the target amount.​

Select the “Submit” button to continue.

Add Money to Goal Confirmation​

Transferring money from an account into a Goal​

Submitting the transfer from the Review page will lead to the Confirmation page.​

Select the “Done” button to return to the Goals landing page.

Goals Page

Transferring Money from Goal – Step 1

Once a Goal’s target amount is reached, the money can be transferred to an account for purchasing.​

Select the “Transfer from Goal” button to continue.

Transfer Money from Goal – Step 1

When a Goal's Target has Been Reached

Select the account to receive the transfer, and the amount to transfer.​

Select the “Review” button to continue.

Transfer Money from Goal Confirmation

Transferring Money from a Goal into an Account

Submitting the transfer from the Review page will lead to the Confirmation page.​

If the Goal has no money left, selecting “Done” will offer the choice of keeping or deleting the Goal. ​

Select the “Done” button to return to the Goals page.​