Skip to Main Content
Status New idea
Workspace Reckon One
Categories Banking
Created by Guest
Created on Mar 9, 2024

Matching Rule - Transfer From 'All accounts'

At present, when undertaking 'Transfer Money', there is the option to transfer from 'All Accounts - Not just bank accounts'; however when you create a rule, you can only Transfer from bank accounts. Having the option to transfer from, not only bank accounts, via a rule, would be benefical.

  • Attach files
  • Guest
    Reply
    |
    Jun 25, 2024

    Fully support this idea. It is very frustrating not being able to set up a rule for transfers to asset & liability accounts

  • Guest
    Reply
    |
    May 28, 2024

    Definitely need to be able to transfer to and from Assett, Liability & Equity Accounts too.