How to Set up Recurring Transfers

Cheryl Medley
Cheryl Medley Member Posts: 143 Reckoner Reckoner
in Reckon One

I can set up recurring payments and receipts, but I need to be able to set up a client's weekly transfers (4 in total) as recurring from one of his bank accounts to another. I only get to do his work quarterly so much time is wasted entering these transfers. When I've had attempts, when I go to the account bit, it doesn't show his bank accounts up, just the income, expense, liabilities, and equities. I have looked through all the updates over the past year and can't see anything that refers to transfers.

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Answers

  • klaura
    klaura Reckon Staff Posts: 438 Reckon Staff Reckon Staff

    Hi @Cheryl Medley,

    Recurring transfer functionality is not currently supported in Reckon One.

    I recommend submitting this as a feature request in the Ideas & Feature Requests 💡 - Reckon Community

    You may also consider voting for an existing suggestion or submitting your own idea.

    Best regards,

    Karren

  • Cheryl Medley
    Cheryl Medley Member Posts: 143 Reckoner Reckoner

    Thank you, Karren. I have put the idea forward. I actually did see someone else looking for it, but I didn't note the date. The reply was no then too!

  • klaura
    klaura Reckon Staff Posts: 438 Reckon Staff Reckon Staff

    Hi @Cheryl Medley,

    No worries at all. We are continuously developing and adding new features to Reckon One. We hope this particular feature will be included in future updates.

    Best regards,

    Karren

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