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 New Instruction button in View Funding Instructions screen.

Or

• Click the Continue button in Pre-eligibility Questionnaire screen.

Or

• 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

Frequency Type

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

Recurring Date

Specify the recurring date for transaction.

Frequency

From the drop-down list, select the type of frequency.

Number of Days

Number of Installments

Validity Indicator

First Payment Date

End Date

Transaction Currency

Account

My Accounts in Home Bank

Amount

First Payment Amount

Last Payment Amount

Remarks