I’ve set up an offline account to represent my mortgage account.
However to keep this accurate, every month I have to remember to go in and update this.
I was thinking, my mortgage is decreasing every month by approximately the same amount. It would be good if I could set up some sort of rule against the offline account that was similar to an “offline subscription” that would substract X amount from the offline account every month. This would help me to keep the account approximately up to date. It wouldn’t be perfect but it would be a great help.
Has there been any thought of developing this feature? Smart Rules isn’t the same, though it is a different solution to the same problem in many but not all cases.
I have an overseas current account and linked mortgage set up as manual accounts. None of the transactions are with my accounts synchronized with Emma so Smart Rules wouldn’t work. There are only a handful of transactions each month and they are predictable but too many to enter them all manually every time. Entering them once as a scheduled payment though would be worth the time and would keep the account fairly close to the correct balance.
I do like the idea of creating your own transaction and then being able to list it as recurring, but for the moment I think Smart Rules has worked for most cases so we haven’t thought too much about adding this.
I’ll mention it to the team again and see what can be done though
