Now that you've created your Peak account, let's start saving! To create your first Peak (savings goal), follow these simple steps to start reaching your savings goals. You can also reference this article for tips on creating your Peaks and saving!
Select "Create your first savings goal."
You will then have to name your Peak. Some examples of a Peak name are "Emergency Fund," "Rainy Day Fund," "Vacation," or whatever you would like to save for! Once you've named your first Peak, select "Next!"
Here you will determine your savings goal amount and enter it in the text bar.
Once you've determined how much you need to save, you'll enter your goal date. Do you want to hit your goal in 6 months? A year? Or do you have a specific date in mind you need to save by?
Now that you've determined the date for reaching your goal, we'll do the math for you! You will see a suggested Scheduled Save amount for completing your goal on time! Or, you can pick your own Scheduled Save that you feel comfortable with. Once you've set your Scheduled Saves, select "Let's do it!"
Now, let's customize your Peak! Select "Customize" and edit your Peak however your heart desires!
Once customized, select "Create." You'll receive a confirmation that will notify you of your first Scheduled Saves transfer based off of the settings you created for that Peak! Select "Start Saving" to begin!
You can repeat this process for as many savings goals as you need! If at anytime you run into issues or need assistance, we are happy to help! Email us at email@example.com !