How To Put A Cash Inflow Into A Select Investment Account
I have cash inflows that I want to go into a single investment account. How do I do this?
Before retirement, this is not possible. Inflows listed under Additional Cash Inflows will go into taxable investment accounts on a pro-rata basis. Contributions made to investment accounts (in the Investment Assets section) before retirement will be assumed to come from salary.
After retirement, assigning a cash inflow to a specific investment account is possible. Do not add the inflow to the Additional Cash Inflows section. Instead, enter the after-tax amount as an annual contribution to the investment account as seen in the screenshot below. Such contributions post-retirement will be assumed to come from an external source.
