Erictrician's avatar
Erictrician
11 years ago
Status:
Done

Bank transactions: Transfer - Auto-populate manually create transfer transaction

If I transfer money from one account to another and it comes up in a bank feed,   When I press the option to allocate it to a transfer between accounts, and then manually create an entry, i wis...
Banking
T:Banking and Ledger
mumof5dooleys's avatar
mumof5dooleys
Cover User
10 years ago

As a new user to Essentials, found this process way too complex for something that should be "essential".  Very confusing, as i have bank feeds and as above a lot of transfers back and forwards, it would be "essential" to be able to allocate these internal transfer.  As if i do a manual transfer, i can't delete bank feeds therefore creating a journal wouldn't i? more work!  Also, can we please set up recurring transactions with the essentials!!