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.
This isn’t possible at the moment, although you’ve posted in the right category . 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.
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.
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