How to set up automatic matching of vendor to account?

JohnWW
Member Posts: 9 Novice Member

in Reckon One
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?
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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?
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Thanks for the allocation rules information. Much appreciated.
John
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