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Managing Your Financial Goals in Online Banking

Published Mar 27, 2024 in: Latest News Financial Planning

BECU offers a free interactive tool that makes it easy to set goals based on your needs and opportunities. Within minutes, you’ll get personalized recommendations, tips and other information to help you find success in achieving your goals.

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In recognition of April's National Financial Capability Month, and as part of our commitment to improving our members' financial health, we encourage you to take advantage of this simple but valuable new resource.

The Financial Goals and Resource Guide is available to members in Online Banking. Use the guide to set goals that can help you manage finances, pay down debt, and build emergency savings. It's quick and easy to get started, and you'll receive personalized recommendations in about five minutes.
Image shows the Related Tasks menu in Online Banking, with a red arrow pointing to the Financial Goals & Resource Guide listed at the bottom.
 You can also find the guide under Financial Health on the Account Services page in Online Banking.

How It Works

Simply answer a few questions about your financial goals, income and expenses – no documents or credit check required. We'll provide instant, unbiased recommendations and resources, tailored to your financial situation. Your results are confidential and will not be shared.

Each recommendation includes real-world actions you can take, along with explanations of how those actions might help. You can add or remove financial goals and change your answers to questions at any time in Online Banking. Work on your goals at your own pace.

Image shows a sample question from the Financial Goals & Resources Guide as it appears in Online Banking.
Setting up your financial profile takes five minutes or less and the questions are simple. 

Some of the goals the guide can help with are:

  • Building a savings plan to cover emergencies or avoid debt.
  • Decreasing or paying off debt.
  • Budgeting and money management.
  • Organizing spending and finances.

Frequently Asked Questions

The Financial Goals and Resource Guide is designed to help you set up your goals in five minutes or less. After you've selected your financial goals and answered a few questions, you'll immediately receive personalized recommendations, tips, and resources to help you improve your financial health now and in the future. Return any time to review your personalized recommendations and access resources.

We don’t require any documentation or credit checks to use the Financial Goals and Resource Guide to set up your financial goals in Online Banking. Simply answer a few quick questions about your income, expenses, and financial goals.

Each recommendation includes instructions you can use to help you achieve the goal you set and improve your financial health.

All members are eligible for free, confidential, one-on-one Financial Health Check sessions with BECU financial coaches. The average session runs 40 to 50 minutes and is conducted by phone. Learn more and schedule your free session, and check out BECU's other financial health tools.

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​​Get started on building a solid foundation and working toward your goals.​

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Financial Learning