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Can someone help with FastCoding, is there a video turtorial?

Julie F

Can someone PLEASE forward a link or video tutorial on this? I have it all set up. Got no idea how to use it. read through the info in help. Its not making alot of sense. aI used to use the old BankData 2 years ago but stopped becaused it was so usless. I really dont wan to wast my time setting up all the rules if there is not much improvemnet. Any feedback would be greatly appreciated. I mainly wanted to use it for a credit card

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Kris_Williams

I agree with Zappy, automate as much as you can

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Julie F

Thanks guys, I really appreciate your feedback!!

Zappy, just one more question....when you said:

"If you know how to set up rules in Hosted, it can do about fifty percent of the work for you" Did you mean memorised transactions or is there something else I dont know about?

I would love to be able to memorise transactions, in split percentages.

Cheers Julie

Acctd4

I memorise most of my transactions - set up exactly how I want them - & set them to auto-enter accordingly ☺️

I have used bank feeds a few times but find the process frustrating with so many format irregularities (mainly due to the description variations 🙄 … No good for my OCD requirements 😆)

What do you mean “by split percentages” ? 🤔

Julie F

splitting cost: eg fuel for drawings 34% and business use 66% . So a fixed split percentage of the total amount

Acctd4

Yep ... Memorised Transactions are perfect for multi-line entries:

That's the purpose of them - To set it up how you want, then Memorise it so it can be entered anytime with the breakdown Accounts, Tax Codes & Memos (if applicable) already present 😊

It doesn't Memorise specifically as a split percentage, however are you aware of the built-in calculator in Amt columns? :

Firstly, you need to make sure the "Amounts include tax" checkbox (at the bottom) is ticked
As above, enter the full total in the $ field (at the top, under the date)
Clear - or overtype - in the Gross Amt on the 1st line, the full cost (eg in the above case, "100")
Type the " / " key & then the percentage as a decimal (eg in your case & as above, "0.66") after & it will convert to a calculator & enter/display the result for you!

NB: You can also use the other maths-equivalent symbols: + , - & * for calculations there too

Julie F

but what if you need to split percentages of the total amount on a regular basis?

Acctd4

It will Memorise the amount/split exactly as entered so it's perfect for Direct Debits, Monthly Fees, Rent etc where it's the same amount every time.

Unfortunately, you'll need to edit it as above if the amount differs each time though 😬.

Julie F

you think they could make a way!!! I asked years ago!!

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Julie F

Can anyone tell me if Bank Data has improved since September 2021 when I last looked at it? Its is saying there has been an update but it doesn't say when that happened.

Cheers,

Julie

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Julie F

I can only find vidoes for 4 or 6 years ago. Are their any recent ones?

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Rav

Hi all,

I'll link some resources on Fast Coding below which go through a few topics from setting up, connecting Fast Coding to your Reckon Accounts Hosted, migrating any existing bank feeds you may have, matching transactions and transaction rules.

https://help.reckon.com/article/ubk4hlz8ch-bank-data-fast-coding

https://help.reckon.com/article/bxz7oppf4z-connecting-bank-data-fast-coding-to-reckon-accounts-hosted

https://help.reckon.com/article/bl6zx3ku81-bank-data-fast-coding-migrating-existing-feeds

https://help.reckon.com/article/sl3ygs4fre-creating-and-managing-bank-feeds

https://help.reckon.com/article/0my6awqlpc-bank-data-fast-coding-transaction-matching

https://help.reckon.com/article/1ln7anq8fd-bank-data-fast-coding-transaction-rules

Julie F

Thanks For lokking into it Zappy.

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