Regular Savings

To produce a regular savings chart, make sure that you have this option selected in the Investment Option drop-down.

• Data Frequency – This is purely for visual purposes on the chart and does not affect the frequency of savings.
• Investment Frequency – This option will dictate how often to regularly investment

Note: Monthly will require the day of the month to regularly invest. Quarterly/Yearly will require the day and month to regularly invest.

• Initial Investment – Optional amount to start the chart on.

E.g. a value of 10000 will essentially start the chart with an investment of 10k.

• Regular Investment – This is the actual value that the chart will regularly invest.