6.5 Contribute to Goal

This topic describes the systematic instruction to Contribute to Goal screen. The user can fund a goal using this option.

Contribution to the goal can be made by transferring funds from any CASA account of the user. The user can contribute to a goal any number of times during the tenure of the goal.

Navigation Path:

  • In Search bar, type Personal Finance Management - Contribute to Goal , and press Enter.
  • In Search bar, type Personal Finance Management - Goal Overview, and press Enter, and then click More Actions. From the More Actions,click Contribute to Goal.

Figure 6-5 Contribute to Goal


Description of Figure 6-5 follows
Description of "Figure 6-5 Contribute to Goal"

Note:

The fields which are marked as Required are mandatory.

For more information on fields, refer to the field description table.

Table 6-5 Contribute to Goal - Field Description

Field Name Description
Choose Goal Select a goal to which you wish to contribute.

The name of the selected goal is displayed at the top of the screen.
Current Goal Amount The target amount of the goal.
Source Account Select the account number from which the funds are to be debited.
Contribution Amount Specify an amount that you wish to contribute towards the goal.

To fund or contribute to your goal:

  1. Navigate to one of the above paths.
    The Contribute to Goal screen appears.
  2. From the Source Account list, select the CASA account number from which funds are to be debited.
  3. In the Contribution Amount field, enter the amount to be contributed.
  4. Perform any one of the following actions:
    • Click Submit to fund the goal.
    • Click Cancel to cancel the transaction.
  5. The Review screen is displayed.
    • Click Confirm to confirm contribution.
    • Click Cancel to cancel the transaction.

    The success message of contribution to goal request initiation appears.

  6. Perform any one of the following actions:
    • Click Home to navigate back to Dashboard.
    • Click Goals to redirect to Goals screen to view the list of goals already created.
    • Click OK.

    Note:

    The user cannot set up contributions for amounts larger than the set Goal Amount or more than Maximum amount permissible as per product maintenance. However since Standing Instructions gets executed only when the branch run EOD, and even if there has been any adhoc contribution made during the day which makes the total as equal or higher than Goal Amount, the set SI will get executed for the day.

Parent topic: Goals