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  • 30 January 2024 David Vo suggested this task

  • avatar

    I set up CFP for a workplace HSA with a monthly employee contribution. I also set the dollar amount my employer contributes each month. However, in the Cashflow screen, it correctly shows the total yearly employee contribution (12 x monthly) but keeps the employer contribution as a single month’s contribution.

    I’d expect if I set a frequency for employee, it’d apply to employer as well.

    30 January 2024
  • 30 January 2024 Kyle Nolan moved this task into Planned

  • 30 January 2024 Kyle Nolan edited this task

  • avatar

    I think this is what I was coming here for too.

    When I input my employer contribution for my HSA I expected the amount was matching the frequency I had set for my contribution. When I save the edit and look at the card in cash flow priorities it says

    Employer: $45/ yr (by year should be $550)

    If it always intends to indicate the total yearly amount I would add that label in the edit screen as well to avoid confusion. I had this set incorrectly for awhile before I caught that.

    02 November 2024