recurring transactions

  • 1
  • Question
  • Updated 5 years ago
  • Answered
Wondering How to create recurring transactions in Reckon One
Photo of Ron Baker

Ron Baker

  • 260 Points 250 badge 2x thumb

Posted 5 years ago

  • 1
Photo of ST

ST

  • 618 Points 500 badge 2x thumb
In Edit > Preferences > General you can set: Automatically recall information

It won't create the transactions for you but you can set it to Automatically recall the details for that name.
Photo of Scott

Scott, Employee

  • 2,558 Points 2k badge 2x thumb
Hi Ron,

Reckon One currently doesn't allow you to set recurring transactions. I will submit your feedback to the Reckon One development team for future updates of Reckon One.

However, Reckon One does allow you to set transactions rules for regular occuring transactions (e.g. repetative expenses or income). Transaction rules are actioned when you import a bank statement or if you have a bank feed setup via the Bankdata module in Reckon One. Once you have setup transaction rules, when you import a bank statement (in either CSV or QIF format) or import a bankfeed via Bankdata, the transactions rules will be checked against the transactions you are importing and let you action any matching results (e.g. save the transaction using the prefilled data from the transaction rule) which reduces your manual data entry.

To create transaction rules, click the 'Transaction rules' option in the bank account screen in Reckon One.

Regards,
Scott.