Banking feed

[Islebrook]

I have just started the trial for banking feed and putting in my various accounts.
Is there a way of showing the total of all these accounts on my dashboard. I have the totals for each individual account, but I would like it to show the sum of all my accounts.
Also:
Is there a way of storing all my DDebit payments and money coming in each month, i.e. pensions without putting each one in seperately each month.
Thank you

[rhc]

Hi,
1- I think there is no option to have a lump sum for all bank accounts together. You could open a feature request for that but why do you want to have that?
You could, however, create a custom report and include all bank accounts, cash accounts and so on. It wouldn’t be displayed on the dashboard but you could access it all the time.

https://support.quickfile.co.uk/t/build-a-custom-report/8863

2- If you have a bank feed, all those transactions should come in automatically. You could setup auto-tagging rules to automatically create invoices for those transactions and tag them to the nominal account.

https://support.quickfile.co.uk/t/automated-bank-tagging-rules/8840

Hope this helps

[Islebrook]

Hi
Thanks for your reply, I will give it a go
Gill