Set a goal. Set an amount. Make it happen automatically, right in the Chase Mobile® app.
- Sign in to the Chase Mobile® app, swipe up and tap "Plan & Track"
- Swipe up and Tap "Autosave & Goals"
- There are 3 different options to choose. Tap "Build a safety net"
- Tap "Yes, do the math" and enter your monthly expenses and the number of months. Tap "Next"
- Determine how you'd like the transfers to happen – on a schedule, when you get a deposit or daily
- Next, choose the Transfer from and Transfer to accounts
- Tap "Next" and then "Looks good." Tap "Create another goal"
- Tap on "Create a custom goal" to start saving for that trip or big purchase
- "Create a goal name," choose a tag and enter your target amount
- Like Safety net, you'll choose a transfer schedule and accounts
- Tap "Done" when finished
- Access the Autosave dashboard to track your progress toward your goals
- You can also "Tap on the goal" to make changes, pause or delete it