<topic sku="core" tNum="226013" author="" xmlns="x-schema:hhTopicSchema.xml"><index><title>Schedule a recurring investment purchase</title><category>bills</category><klink type="prcdr">How do I schedule a recurring investment purchase?</klink></index>
<content>
<extend>
<tease>Why?</tease>
<reveal>
<p>If you contribute to an <glossary>investment account</glossary> other than your employee retirement plan on a regular basis, Money can remind you to make the contribution. You can choose to have the investment purchase entered in the appropriate account.</p>
<li>Click <emph>New</emph>, and then click <emph>Investment Purchase</emph>.</li>
<li>Enter the necessary information.</li>
<ul>
<li>The following fields are required:</li>
<ul>
<li><emph>Transfer from.</emph> The account from which the funds will be withdrawn.</li>
<li><emph>Payment method.</emph> If the account is online enabled, you can choose from both online and offline methods.</li>
<li><emph>Investment account.</emph> The account to which the purchase will be added.</li>
<li><emph>Investment.</emph> The name of the stock or fund you're purchasing.</li>
<li><emph>Next purchase date</emph>. If you aren't sure of the date of your next investment purchase, you can estimate it and update it later.</li>
<li><emph>Frequency.</emph> Choose from as often as daily to just once.</li>
<li><emph>Total amount paid.</emph> The total amount you'll spend on this purchase.</li>
</ul>
<li>The remaining fields are not required but will help you track your money and enter your data more quickly and easily.</li>
</ul>
<li>Click <emph>OK</emph>.</li>
</ol>
<p>When the next purchase is due, you'll get a reminder on the Money Home page under <emph>Bills & Deposits</emph> (if you've chosen to show that information on your Money Home page). You'll also get a reminder from Money Express if it's turned on.</p>
