Fund the Goal

Introduction

This screen allows the retail user to set a new instruction for the account linked to the goal, which is to fund the goal. The retail user selects the account/accounts from where the funds would be transferred to the account linked to the goal based on the funds transfer instructions. If the user successfully adds the funding instruction, they would be shown the Track the Goal screen.

Navigation

The following is the navigation for this option:

• Click the Fund the Goal hyperlink for Pending Action in View Existing Goals screen.

• The Fund the Goal  screen is displayed.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field

Description

Common Details

Transaction Frequency

Select the frequency type of payment, either once or recurring.

Transaction Date

Specify the transaction date.

Transaction Currency

Select the currency for the transaction.

Source Account

Select the source account for the transaction from the drop down.

Benficiary Group

Select the corresponding beneficiay group.

Own Accounts

The account to which the amount has to be transferred to.

Amount

The Amount to be transferred.

Target Account Reference

Enter the Target Account Reference value.

My Reference

Enter the My Reference Value