6 Goals
This topic describes the information about Goals. This feature enables the user to calculate goal, set goal, modify goals and view goals.
Setting up a goal is a powerful process for thinking about an ideal future to turn a dream into reality.
An integral part of personal finance management is the process of goal planning and monitoring. Goals setting up process should be easy and should be specific, measurable, achievable, relevant and time-bound. The Goal Setting feature of OBDX enables the customer to do the following:
- Calculate goal amounts to view indicative savings
- Set goals
- Modify goals
- View goals and track the progress of each goal
- Make ad-hoc and regular contributions to a goal
- Redeem the goal partially or fully
- View Closed goals
- Goals
This topic describes the information about Goal screen. Using this option, the user can view all the active goals. - Goal Overview
This topic describes the information about Goal Overview screen. Using this option, the user can view the details of the selected goal. - Add a Goal
This topic describes the systematic instruction to Add a Goal. The user can specify information in this screen to create a goal by using this screen. - Edit Goal
This topic describes the systematic instruction to Edit Goal screen. Using this option, the user can edit details of a goal. - Contribute to Goal
This topic describes the systematic instruction to Contribute to Goal screen. The user can fund a goal using this option. - Withdraw Goal
This topic describes the systematic instruction to Withdraw Goal screen. The user can withdraw from the goal account partially or fully with this option. - Goal Calculator
This topic describes the systematic instruction to Goal Calculator screen. The goal calculator helps to calculate how much money the user will need to contribute at a regular frequency in order to arrive at a specific savings goal.