Recurring Transactions
Posted: Wed Jul 22, 2015 7:46 pm
Hi
I've just installed this software and am trying to get the recurring transactions to work the way I want them to. I've read several posts on how they work but still can't get it to work the way I want it to, though I am sure it can do what I want it to.
I get my payslip on the 21st of each month and my salary goes into my bank account on the 27th. I then have numerous regular payments and receipts over the course of the month.
What I am trying to do is set it so the that on the 21st of the month all recurring transactions appear in the relevant accounts dated for actual date the money will enter / leave the account ranging from 27th of this month to 9th of the coming month. This way as soon as I get my payslip I can see all transactions for the coming month and see how much I have left over.
Is this possible? If so, what should I be entering as the due date? What should I be entering as the payment date? and what should I set the autoexecute options to?
Thanks in advance for your help.
Andy
I've just installed this software and am trying to get the recurring transactions to work the way I want them to. I've read several posts on how they work but still can't get it to work the way I want it to, though I am sure it can do what I want it to.
I get my payslip on the 21st of each month and my salary goes into my bank account on the 27th. I then have numerous regular payments and receipts over the course of the month.
What I am trying to do is set it so the that on the 21st of the month all recurring transactions appear in the relevant accounts dated for actual date the money will enter / leave the account ranging from 27th of this month to 9th of the coming month. This way as soon as I get my payslip I can see all transactions for the coming month and see how much I have left over.
Is this possible? If so, what should I be entering as the due date? What should I be entering as the payment date? and what should I set the autoexecute options to?
Thanks in advance for your help.
Andy