Offset accounts set up

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Mark_8865358
Mark_8865358 Member Posts: 2 ✭
edited January 2017 in Personal Plus and Home & Business
Hi, I am new to Reckon PP 2017 and am just setting up my accounts.  I have multiple mortgages with associated offset accounts but can't work out how to set up offset accounts so they are linked with the mortgage so that the money in the offset is reflected in the interest calculated on the mortgage.  Many thanks.

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  • Janine White
    Janine White Member Posts: 25 ✭
    edited December 2016
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    I only use business versions of Reckon, where you can set up the offset accounts as sub accounts of the mortgage accounts.  As far as I know, you would have to set up a memorised transaction to manually move the interest on your bank statements each month (as they would not be the same amount) as a transfer between accounts, rather than a payment or receipt.

    Hope this helps.

    Janine

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