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iMyGoals, an online financial planner in India, let's users plan for their financial goals, by taking into consideration many parameters. One of them is their dependents information that needs to be considered while evaluating the financial scenario. Here is a simple step-by-step tutorial on how to add your dependent's information to the plan.

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EditSteps

  1. Add Dependents' Info in iMyGoals.Com Step 1.jpg
    1
    Login to your iMyGoals account or register as a new user.
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  2. Add Dependents' Info in iMyGoals.Com Step 2.jpg
    2
    Click on the "Dependents" tab. This is available as the last button in the left menu.
  3. Add Dependents' Info in iMyGoals.Com Step 3.jpg
    3
    Click on "Add Dependents" button or the "+" symbol. This will take you to a new page where you will be asked to fill up the necessary details of your dependent e.g. your spouse.
  4. Add Dependents' Info in iMyGoals.Com Step 4.jpg
    4
    Fill in your dependent's "Name". You may choose to use the full name or just the first name. This is used in the report to identify the dependent.
  5. Add Dependents' Info in iMyGoals.Com Step 5.jpg
    5
    Select the dependent's "Relationship" with you. There is a list of relationships that you can choose from.
  6. Add Dependents' Info in iMyGoals.Com Step 6.jpg
    6
    Specify the dependent's "Date of Birth". Click on the "pencil" icon and select the date of birth of the dependent, from the drop-down calendar.
  7. Add Dependents' Info in iMyGoals.Com Step 7.jpg
    7
    Select the dependent's "Gender"
  8. Add Dependents' Info in iMyGoals.Com Step 8.jpg
    8
    Select the "Employment" status of your dependent. Make sure you select the current employment status of the dependent.
  9. Add Dependents' Info in iMyGoals.Com Step 9.jpg
    9
    Enter "Expected to Live Till" age for your dependent.
  10. Add Dependents' Info in iMyGoals.Com Step 10.jpg
    10
    Enter "Share of Total Expense". Provide the percentage share of your dependent's expense in your total expense. As an example, if your expense is Rs. 10,000 and your dependent's expense is Rs.3,000, then enter 30%.
  11. Add Dependents' Info in iMyGoals.Com Step 11.jpg
    11
    Click on "Add Dependent" to complete the addition.
  12. Add Dependents' Info in iMyGoals.Com Step 12.jpg
    12
    You can change your dependent's information by following the steps listed above from the main page for the dependent's information.
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EditVideo



This video explains how to add your dependents information to your financial plan at www.imygoals.com

EditTips

  • The details provided are used in the calculations.
  • We do not use any of your personal or dependent's information for any other purpose.

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