Bank Feeds: Ability to select Use Recurring

It would be super if you could use "USE RECURRING" after selecting SPEND MONEY in the Bank Feeds Screen.

It would be great if when entering a 'spend money' or 'pay bill' off a bank feed transaction you could use a recurring transaction.

At the moment the 'Use Recurring' button is greyed out and you have to enter the transaction again and 'Save as Recurring'. Such a hassle when we have lot's of handy Recurring Transactions already saved and avaliable when entering transactions out of the Bank Feeds Screen.

When allocating a bank feed deposit to a new transaction (a Receive Money transaction in this case) there is no access to Recurring Transactions that have previously been set up. 

This is a step backwards for any client that regularly records cash receipts, such as daily takings, and uses a Recurring Transaction to assist them to efficiently record the breakup of the daily takings across multiple lines and income accounts.

I do not know why the Recurring Transactions button is greyed out when in bank feeds, but it seems to me to be counter-productive and not very logical.

Please let me know if there is a reason for this that I have missed. 

I think the Bank Feed feature needs to add the ability to use the Recurring Transaction. It is time wasting to have to go out of Bank Feed enter a Recurring Transaction then return to Bank Feed. I know you can make a rule but sometimes the rule does work as it changes every entry. Is there any talk about adding the Recurring Transaction so it's not greyed out.

Hello Jazza6,

Recurring transactions have pre-defined amounts that will not match the Bank Feed amount. We don't recommended using Rules for recurring transactions that come through the bank feed.  This of course doesn't invalidate your feature request.  However I do recommend looking into the use of Allocation Rules to see if they might be appropriate for your situation. 

Please also see the FAQ about BankFeeds for more general information.

I agree.

Bank feeds are not saving me much time.

And I still have to reconcile against a paper copy.

I think "recurring transactions" functionality must be incorporated into the "bank feed" functionality to obtain the full benefits.  Otherwise it falls very short.  Development team - please consdier this.

I agree with Jazza6, I would really like to see a link to Recurring Transactions in Spend Money & Transfer Money to make it easy to enter new trans directly from the Bank Feeds screen. My work around at the moment is to run a Recurring Transactions window side by side with the Bank Feeds screen so that I can easily enter new trans that come in from the bank feeds.

The Recurring Transactions allow complete entries to be made eg Cheque No's can be set and also memos can be recorded on each transaction line for comments re Bus/Priv splits etc.

I would like to see this additional functionality made available for Bank Rules to make them more useful.

Hi

Some recurring transactions will match transaction amounts such as lease payments and monthly expenses which occur every month