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How do I input an inheritance?

There are 2 components to modeling an inheritance. 1) Inputting the income and 2) directing the contribution to the proper account.

Part 1: Inputting the income

  1. Go to profile > income > +add income
  2. Choose other income
  3. Complete all fields paying special attention to amount, start year and end year (start year and end year can not be the same).
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Part 2: Directing the income to a specific account

  1. Go to profile > accounts > +add account
  2. Choose manual entry
  3. Select either savings or taxable investment as the account type (the images below reflect account type = savings)
  4. Complete all fields in the Summary tab
  5. Complete the contribution start year & contribution end year fields in the Account Details tab. The years should match those of the income. Start year and end year can not be the same.

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