Transition Dec 2021 to Jan 2022

[germanium9]

Hi,
So the year is ending soon and I'm a little confused as to what I'm supposed to do with my Tsumitate Nisa.
I currently am putting ¥10,000 monthly into Fund A.
I'm thinking to purchasing Fund A and invest in Fund B.
Is there any procedure I should be doing?
Does the investing in Fund A stop automatically in Jan 2022? If not, what procedure should I be doing?
Should I purchase Fund B in Dec 2021 or Jan 2022?

Thank you very much!

[zeroshiki]

You should go into your tsumitate settings and cancel your purchase for fund A and then start a new tsumitate with fund B.

[germanium9]

Thanks! Should I do it in Dec or Jan?

[Roger Van Zant]

I started my tsumitate-NISA in January 2021. Does it automatically roll over next month, and start afresh my 2022 allotment? Do I need to do anything my end?

[zeroshiki]

Thanks! Should I do it in Dec or Jan?

Thats up to you. Do you have Tsumitate NISA allowance left for 2021? If yes, there's nothing wrong with setting it up for December.