How to set up automatic matching of vendor to account?

Options
JohnWW
JohnWW Member Posts: 10

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?

Best Answer

Answers

  • JohnWW
    JohnWW Member Posts: 10
    Options

    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?

  • JohnWW
    JohnWW Member Posts: 10
    Options

    Thanks for the allocation rules information. Much appreciated.

    John