Easier bank transfers

Daryl Pickthall 3 years ago updated by Jon Brady 1 year ago 1

Ability to create bank transfers from the reconciliation screen. A matching transaction would be found on the opposing bank statement.

I support this enhancement. We get a lot of automatic transfers between current and deposit bank accounts.

It is currently very useful to create PROPERTY MANAGER Expenses and Income transactions (plus corresponding payments/receipts) directly from the bank reconciliation routines. This works well for picking up regular bank charges and rewards and many other supplier direct debits. It would be very useful to also be able to create a transfer between banks, or between a bank account and a credit card account whilst in the bank reconciliation routine.

When subsequently reconciling the other account affected by the transfer, the bank transfer entry would already be there.