How to Enter a Cash Inflow That Goes to one Account
I want a future cash inflow to go into a single investment account. If I enter it in the Additional Cash Inflows section, the inflow will be spread out among all of my taxable investments. How can I make sure it goes to one account?
You can achieve this by using an Annual Contribution instead. In the example below, this one-time cash inflow goes only into this one account when the person is 65 years old. One caveat to this: If one spouse is retired and the other spouse is still working, do not give this contribution to the working spouse. The program will assume the contribution comes out of salary income and will deduct it from salary that would otherwise be used for expenses.