Send to accounts by percentage?

Question

This is a pre Reckon purchase question - Can I split deposits by percentage? For example a $100 is deposited into the income account. We want 50%/$50 to payroll, 15%/$15 to tax, 20%/$20 to marketing etc. (I just made these percentages up as an example).

Karren Labrador · Answer

Hi @Coach,

You can set up Transaction Rule and split transactions by percentage or amount.

Here is a KB that will provide you more info about splitting transactions.

Transaction Rules - Reckon Help and Support Centre

I hope it helps.

Bes regards,

Karren

Coach · Answer

Yea, this would be bank transactions. Say I have a charity bank I want to deposit 1% of $1 of income, the money would appear as a deposit at my bank that hosts the charity bank account.

Karren Labrador · Answer

Hi @Coach,

Can you give us a bit more info on what kind of bank deposit you're looking to split? Is this a Bank Transaction?

Best regards,

Karren