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iMyGoals, an online financial planner in India, let's users plan their finances, by setting individual goals and analyzing these goals. This article is a step-by-step guide on how to maintain your personal details for your financial planning at iMyGoals.

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EditSteps

  1. Add Your Personal Details in iMyGoals.Com Step 1.jpg
    1
    Login to your iMyGoals account or register as a new user.
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  2. Add Your Personal Details in iMyGoals.Com Step 2.jpg
    2
    Go to "Personal Details" tab. This is available as the second last button in the left menu. This will show you a page with your details e.g. your name, email address etc. You need to update these fields by clicking on the “Update Personal Details” button shown in the top section of this page.
  3. Add Your Personal Details in iMyGoals.Com Step 3.jpg
    3
    Your "Name". Type your name as you want it to appear on the cover page of your financial report.
  4. Add Your Personal Details in iMyGoals.Com Step 4.jpg
    4
    Your "Email Address". You can use the same email address with which you had signed up with iMyGoals. Alternatively, if you want to send your financial report to another email address, then provide that email address in this field. You have to use a valid email address in order to get your financial report at this address.
  5. Add Your Personal Details in iMyGoals.Com Step 5.jpg
    5
    Your "Date Of Birth". Click on the "pencil" icon for filling your date of birth in this field.
  6. Add Your Personal Details in iMyGoals.Com Step 6.jpg
    6
    Your "Gender". Select your gender here.
  7. Add Your Personal Details in iMyGoals.Com Step 7.jpg
    7
    Your "Employment" status. Indicate your Employment status.
  8. Add Your Personal Details in iMyGoals.Com Step 8.jpg
    8
    "I Expect to Live Till Age" detail. Provide the age (in years) till which you expect to live.
  9. Add Your Personal Details in iMyGoals.Com Step 9.jpg
    9
    "Share of Total Expenses" (in %) detail. Fill your share of expenses in the total you spend on your family.
  10. Add Your Personal Details in iMyGoals.Com Step 10.jpg
    10
    "Save" your details. Review and revise the details, if required, by following the above steps.
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EditVideo



This video explains how to add your personal details to your financial plan at www.imygoals.com

EditTips

  • The mandatory fields are marked by '*' and are required for the calculations by iMyGoals.
  • If you are not sure of the age till when you will live, use the value provided by default by iMyGoals.

EditWarnings

  • You need to provide a valid email address. When you order a report online, we show you your report online and also email a copy of your report to this address. If you provide a wrong email address, then you will not receive your planning report by email.
  • The age till when you expect to live is used for retirement calculations. The funds you need at the time you retire will need to last till this age. Hence, ensure that you enter this number carefully.

EditRelated wikiHows

How to
Calculate Your Monthly Investments to Meet a Financial Goal in iMyGoals

How to
Work With Asset Preferences in iMyGoals.Com

How to
Add Financial Goals in iMyGoals

How to
Add Dependents' Info in iMyGoals.Com

Article Info

Categories: Internet | Website Application Instructions

Recent edits by: Joseph K K, Genius_knight, Calista Jade

Thanks to all authors for creating a page that has been read 2,372 times.

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