Recurring transfers
T
Tobias
Please implement an option to define recurring transfers (e.g. monthly payment to an investment account).
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r
ricardo
Will add that as part of a mandate by Mexican Law, all accounts in Mexico provide a summary of all the Recurring Payments on each account (Moving to Installments with or without interest).
This is a widespread type of credit in Latin American countries, and I see the "buy now pay later " movement getting big on USA too
Will like to import these as recurring transactions to make sure I'm not missing any and not set them up one by one.
The CSV extracted from those transactions contains when the purchase happened, the payee or something related to it, the full amount, the amount still owed, the installment amount, the current installment out of X installments, and the interest rate, an extract of this CSV:
"11-Jan-2025","TRAS MSI OTHER","$1,780.00","$1,483.32","$148.34","2 de 12","0.00%",
"16-Jan-2025","TRAS MSI BS 159 GDL","$2,242.97","$1,869.13","$186.92","2 de 12","0.00%",
"26-Oct-2024","TRAS MSI NEGOCIO GENERICO","$3,190.00","$2,126.64","$265.84","4 de 12","0.00%",
"29-Oct-2024","TRAS MSI NEGOCIO GENERICO","$1,400.00","$933.32","$116.67","4 de 12","0.00%",
"21-Nov-2024","TRAS MSI MERCADO PAGO","$1,619.00","$1,079.32","$134.92","4 de 12","0.00%",
"29-Nov-2024","TRAS MSI MERCADO PAGO","$15,349.00","$10,232.64","$1,279.09","4 de 12","0.00%",

Din from Lunch Money
Merged in a post:
Add transfers between accounts to be an option in recurring transactions
A
Arun
A
Arun
This seems like a fairly basic option thats missing. Can you add recurring transactions to otherr accounts (like Cash account to TFSA?)
J
Jan
Right now, this is apparently only possible setting up two different recurring expenses, as spending in account A and income in account B. This seems like pretty basic functionality that's missing.