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Use rules to auto-create transactions
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Jen from Lunch Money
January 12, 2021
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L
Luuk
I would love to have this, is there any progress?
I have a automatic transfer between my debit and savings account that round all payments to the nearest full number and tranfers the difference to my savings account. It can happen that i have 30 transfers that I now manually have to create a transfer for.
I want to create a rule that autmatically makes a credit and debit post and groups them. It would save me a lot of time. Thanks in advance!
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August 31, 2024
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Daniel Pereira Maciel
It's been almost a year since the last activity on this thread... Is this still a planned feature? It's super important for my workflow, really looking forward to it.
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July 9, 2024
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Daniel Lehman
I would use this to create transfer transactions when i send money to a savings account that doesnt have plaid support.
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December 7, 2023
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Jen from Lunch Money
Merged in a post:
Auto-pay for recurring transactions
T
Tobias
Please add an option (Yes/No) if a recurring transaction should be added/paid automatically (e.g for subscriptions as Spotify, Netflix,..., they always charge the credit card on the same day).
This type of transaction can be added in an Unreviewed status.
June 17, 2023
August 10, 2023
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Jen from Lunch Money
marked this post as
planned
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May 21, 2023
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Jen from Lunch Money
marked this post as
under review
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May 17, 2023
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Jen from Lunch Money
Merged in a post:
Support for recurring transfers
A
Aksel Gresvig
Every month I make transfer from my checkings account to my savings account
I would like this transfer to be automatically recognized, and create the necessary debit and credit entries in both accounts
Currently I do not see a way to do that - "Recurring items" do not seem to support transfers
Would be a great time saver.
Thanks Jen!
August 2, 2021
May 7, 2023
E
Edoardo
+1 and bringing my use case: recurring transfer to retirement investing account.
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January 9, 2023
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Eugen Martynov
It would be great to have a rule that will create a corresponding transaction in the account managed by hand after the transfer.
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January 5, 2023
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Past User 16655
Hi Jen from Lunch Money, any idea when this will be release?
I do a lot of transfers in between my own accounts. This would be very helpful.
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March 17, 2022
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