1 On the
navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click
Planner.
2 Click Budget Planner.
3 In the left pane, click Long-Term Savings.
2 Click New Contribution.
3 Follow the instructions on the screen.
To enter an unscheduled contribution:
1 Go to the Long-Term Savings place (in Budget Planner).
How?
1 On the
navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click
Planner.
2 Click Budget Planner.
3 In the left pane, click Long-Term Savings.
2 In the list, click Additional contributions to Long-Term Savings.
3 Click Edit.
4 Specify the new contribution:
- If it is monthly spending, click Monthly/Occasional and enter the amount in the Every month box.
- If it's one-time only, Monthly/Occasional and enter the amount in the Occasional box.
- If it occurs in one or more calendar months, click Custom and enter an amount in the box for each month that applies. (This changes the Occasional amount in the Expenses list.)
How do I schedule recurring contributions to my long-term savings account from the Bills place?
The wizard lists several electronic and automatic options. What is each for?