Recurring Transfers in Reckon One
I have just asked the question on how to set up Recurring Transfers and have been told it is non existent! So …. How about it? I'm sure many people have regular transfers between their bank accounts, so it would be a REALLY useful feature. Looking forward to hearing it's done!
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Thanks for raising this idea. Can we get a little more context or detail on the types of transfers you're actioning on a consistent basis so the product team understand your use-case.
Cheers!
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Sure. I can do recurring payments and receipts easily, but what I need to be able to do is set up recurring transfers from one bank account to another bank account, that belong to my client. He does about 4 or 5 weekly and I only get to reconcile his accounts each quarter so too much time is spent entering these transfers.
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I know its been a while but I just wanted to come back to you on this, I believe this is already possible in Reckon One by using a transaction rule to create a transfer.
For example, you could create a transaction rule where if the transaction description is XYZ then create a transfer to ABC bank account.
Check out transaction rules under Banking ➡️ Transaction Rules, you can setup rules for both money in and money out transactions and tailor the rule parameters for when they run.
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Thank you, Rav. I will be working on the account that mostly uses this by the end of the week, so I will give this method a go. Cheers!
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