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