four coloured squares rotating clockwise inside an orange circle

Money Manager Goals Tool

Here at Synergy, we want to help you reach your financial goals. Whether you are planning ahead for the short-term or long-term, the Goals tool will help you plan, prioritize and visualize your goals.

What are some ideas for goals to set?

  • Save for something big, like a vacation, a new car, or the latest electronic device
  • Set up a comfortable retirement savings goal
  • Pay down your credit cards

You may also want to learn about...

person looking at tablet screen

Budgeting Tool

Take the hassle out of budgeting by creating a personalized budget based around your lifestyle.
smiling person using a laptop sitting against a sofa

Debts Tool

The Debts tool can help you monitor and track all of your debts in one place and calculate different debt payoff options to find the perfect solution for you.
smiling person doing paper work

Spending Tool

The Spending tool breaks down how much you spend in various categories and how much income you bring in.

Learn Money Manager in minutes with our helpful demo videos for each tool.

Synergy Credit Union uses cookies to improve your experience on our website. By continuing to browse the site you are agreeing to our use of cookies. You can find more information on our use of cookies here