How to set up automatic matching of vendor to account?

I have just started to use Reckon One to manage my personal finances.

My credit card transactions are automatically loaded into Reckon One. There are a number of vendors that I purchase from regularly. I want Reckon One to automatically match these regular vendors to the same account. How do I set this up?

Accepted answers

Take a look at implementing transaction rules to your bank transactions. I'll add a how-to video and also guide below that explains transaction rules in more detail and how you can use them in Reckon One -

https://www.youtube.com/watch?v=SfNWbyu5O48&pp=ygUcdHJhbnNhY3Rpb24gcnVsZXMgcmVja29uIG9uZQ%3D%3D

https://help.reckon.com/article/4y827yobbj-transaction-rules

All comments

I have just started to use Reckon One to manage my personal finances.

My credit card transactions are automatically loaded into Reckon One. There are a number of vendors that I purchase from regularly. I want Reckon One to automatically match these regular vendors to the same account. How do I set this up?

Take a look at implementing transaction rules to your bank transactions. I'll add a how-to video and also guide below that explains transaction rules in more detail and how you can use them in Reckon One -

https://www.youtube.com/watch?v=SfNWbyu5O48&pp=ygUcdHJhbnNhY3Rpb24gcnVsZXMgcmVja29uIG9uZQ%3D%3D

https://help.reckon.com/article/4y827yobbj-transaction-rules

Thanks for the allocation rules information. Much appreciated.

John

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