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Automated Transactions


Automated Transactions are most useful for managing regular payments that you make e.g. direct debits.

Example 1:

An Expense template for a direct debit for Car Insurance is created. The direct debits are to run for a period of 12 months. The payment is debited from My Bank Account and is then allocated to Car Insurance in My Expenses/Motor Group.

Example 2:

An Income Template is created for your salary. The income is set to run for a period of 12 months. The payment is from My Salary income account and is to My Bank account.

The Automated Transactions can be configured to avoid Bank Holidays and weekends, (like the banks), so that your transactions will appear just as they do on your bank statement.

Home Accountz V3 now has Enter Now for the Automated Transactions. Designed for making your accounts faster to organise than ever before, this allows your automated transactions to be entered earlier than programmed, without affecting the future entries.

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automated transactions screenshot

automated transactions screenshot