CLOSED GOALS
Using this option, a retail user can view all his closed goals. The goal gets closed either on maturity or if user has withdrawn all the balance from the goal account.
How to reach here:
Dashboard > Goals > More Options > Manage Goals > My Goals > Closed Goals
OR
Dashboard > Toggle Menu > PFM > Goals > My Goals > Closed Goals
Closed Goals
Field Description
|
Field Name |
Description |
|---|---|
|
Goal Image |
The image of the closed goal. |
|
Goal Name |
The name of the goals that are closed. |
|
Final Amount |
The maturity amount of your goal. |
|
Closing Date |
The date on which your goal was closed. |
To view the closed goal details:
- Select a goal that you want to view and click .
The Closed Goal Details screen appears.
OR
Click Back to Dashboard to navigate to the dashboard.
Closed Goal Details
Field Description
|
Field Name |
Description |
|---|---|
|
Goal Name |
The name of the closed goal. |
|
Goal Image |
The image of the closed goal. |
|
Final Amount |
The maturity amount of your goal. |
|
Closing Date |
The date on which your goal got closed. |
|
Progress bar |
The progress bar displaying the percent of goal achieved at the time it got closed. |
|
Name your Goal |
The name of the closed goal. |
|
What is your Goal Amount? |
The target amount of your goal which you have set at the time of goal creation. |
|
Maturity Instructions |
The maturity instructions as defined by the user are displayed in this section. |
- Click Back to Dashboard to navigate to the dashboard.
FAQs
Can I view the transactions performed on my goal that is currently closed?