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My plan’s monthly contributions are always the same. Is there a way to automatically re-enter the data each month on PlanManager?

April 26, 2017automatically contributions Data month Plan re-enter

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Posted

My plan’s monthly contributions are always the same. Is there a way to automatically re-enter the data each month on PlanManager?

1 Answer

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Yes. There is an option on PlanManager’s contribution year screen, to pre-enter previous contribution amounts. You can update this option if the amounts change.