Recurring transfer from bank account on Quickfile to Proprietor Drawings Account

Hi,
I know I can set up recurring purchases, Is there away to set up recurring transfer from main bank account on quickfile to Proprietor Drawings Account or to my Tax account I have set up. This way I can see all the monies I owe at the beginning of the month in My Dashboard.

Hope you can help,

Drew

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Hi @Drew2

This isn’t possible at the moment, although you’ve posted in the right category :slight_smile: . We’ll certainly keep an eye on the interest in this.

The only way to accomplish something similar at the moment, would be to use bank tagging rules, although you would still require you to enter one of the transactions.

Hi, thanks for the response. I’ll wait to see if there is enough interest.
Kind regards,
Drew

@Drew2 - I’ve just been discussing this with a colleague and he’s suggested using recurring journals.

You could set up a journal to add both sides of the transaction, similar to this:

Once you save it, if you go back to the journal list and view the journal you’ve just created you’ll see a recurring button:

That should do the trick!

In particular remember that in journals credits and debits are reversed from what you normally expect if you’re used to reading bank statements - the credit goes to the source bank account (where the money is moving from) and the debit goes to the destination.

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Hi Ian, sorry for the delay in getting back to you. I’ll give it a go and see if it works for what I want to do. Thank you for your input.
Kind regards,
Drew