Synergy Credit Union - Achieve Your Financial Dreams with Synergy’s Money Manager Goals Tool

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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

Budgeting Tool

Take the hassle out of budgeting by creating a personalized budget based around your lifestyle.

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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.

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Spending Tool

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

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Money Manager Goals Tool

You may also want to learn about...

Budgeting Tool

Debts Tool

Spending Tool

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