Schedule a Onetime Contribution to a Savings or Investment Account
Onetime contributions into a savings account or investment are usually scheduled on the Savings, Investments, or Pension > Money Purchase screen’s > Advanced Settings > Transfers / Additional Contributions panel. Transfers can be made into accounts from surplus income or other accounts. Read more >>
However, selecting a single event (green dot) on the Time panel without selecting an end event (red dot) would schedule a single year, one-off contribution. The amount of this contribution would be entered as an annual total or percentage of owner income in the Contribution field, left.
