Author Topic: adding credits  (Read 1169 times)

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Offline Johnr65

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adding credits
« on: September 10, 2015, 11:56:49 am »
Is there a way of adding known credits on the day of the month that they enter my bank account,; being a pensioner, I know exactly when one pension is credited to me and the other one comes in every 4 weeks. At present I've got a lot of debits but no credits unless aI enter them manually?
Also any news of the forecasting idea that I put forward, whereby one can see where one is likely to be at end of ext month, 3 months, 6 months, 12 months, x years, etc? This would be extremely helpful for us with fixed payments and credits and was a source of great pleasure on Money.

Online ideasguy

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Re: adding credits
« Reply #1 on: September 10, 2015, 12:10:09 pm »
Hi John

RE:
Quote
Is there a way of adding known credits on the day of the month that they enter my bank account
Set such regular transactions up as standing orders John.
Use the program Direct debits/Standing orders (BS423) for that.
Set up a record for any regular income or expenditure.
You have options to set up one pension as monthly (paid on the same dater each month) and the other as every 4 weeks (e.g. state pension).
Process them using the program Process Standing Orders-BS429.
You can use the date picker in that program to select a date (say) 6 weeks into the future, click Refresh and Process.
That allows you to see a projected cash flow in Manage Transactions BS421.

Patience on the forecasting ideas John.
That's coming in Bank Genie Pro 5.
Planned release date early 2016.