Timing - Schedule a future one-off contribution to an investment or savings account

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.