How do I schedule a contribution to an account?

Where to find it: AUTOMATIC SAVINGS and WITHDRAWALS → Add Saving or Withdrawal

Create the destination account first. In AUTOMATIC SAVINGS and WITHDRAWALS, add an entry and select that account and the person making the contribution. Select a fixed-amount mode and enter a positive amount for a deposit.

For a recurring contribution, enter its annual amount and dates, then choose how it grows. For example, $500 per month is $6,000 per year. For a one-time contribution, use identical start and end dates and enter the whole amount.

With you or your spouse as contributor, TIME MACHINE funds the deposit from household cash flow and resolves any resulting deficit using withdrawal PRIORITIES. That can require a withdrawal from another account. With Other as contributor, the deposit represents money from outside the household.

If you simply want available excess cash invested in a certain order, set deposit PRIORITIES instead. Use an automatic entry when you want a particular planned contribution rather than only whatever money remains.

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