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iMyGoals, an online financial planner in India, lets users plan their finances, by setting individual goals and analyzing these goals. This How-To article is a step-by-step guide on how to request for a PDF report from iMyGoals.com, after filling and analyzing given information.


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Steps

  1. Request for a PDF Report in iMyGoals Step 1.jpg
    1
    Login to your iMyGoals account or register as a new user.
  2. Request for a PDF Report in iMyGoals Step 2.jpg
    2
    Go to “My Plan” tab. This is available as second button on the header bar.
  3. Request for a PDF Report in iMyGoals Step 3.jpg
    3
    “Add Details”. You have to add all the required and relevant details using the links on the left menu bar one by one. Please note that, after every addition of goals and other parameters, you will be asked to review the data. You can revise the data and refill it, until you are not satisfied with it.
  4. Request for a PDF Report in iMyGoals Step 4.jpg
    4
    Analyze & Study. After filing each and every relevant data in stage 1, you will reach to your next step of financial planning i.e.; Analyze & Study. At this stage, you can analyze the likelihood of meeting your targets. If you wish, you can tweak or modify the data at stage 1 to meet up parameters at stage 2. Please note that analyzed report is purely based on the data provided by you on the first stage. Hence, any modification will also alter the analysis report.
  5. Request for a PDF Report in iMyGoals Step 5.jpg
    5
    Ask for “Detailed Report”. Your accessibility to your well analyzed report is based on your subscription status. If you are a subscribed member of iMyGoals, a confirmation screen will come where you have to click and get your specified report. If you are not a subscribed user, the report can then be made available to you by providing you three payment options. E.g. Net Banking, Pay by Cash, and Cheque or Demand Draft. An appropriate click will provide you the desired report.


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Article Info

Categories: Stub | Website Application Instructions

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