How do I enter a possible future inheritance?
Where to find it: INCOMES → Add Income → Inheritance
Open INCOMES, select Add Income and choose Inheritance as the source. Give it a name, select the recipient and enter the same start and end date for the expected receipt. Enter the total amount, not an annualized recurring payment.
Use the ordinary amount field if your estimate is in today’s dollars. If you mean a specific sum on the future date, use Amount/year in FUTURE currency instead. For example, a future fixed payment of $100,000 belongs in the future-currency field with identical start and end dates.
The payment reaches the recipient’s cash flow. Deposit PRIORITIES determine where available excess is invested; an automatic deposit with you or your spouse as contributor can specify a destination.
Alternatively, enter a one-time automatic deposit to the selected account with Other as the contributor. This represents an inheritance paid directly into that account.