Activity template for regular execution
J
Jens L.
I would like an activity template for z.B. regular deposits and withdrawals from cash accounts as well as purchases and sales of securities (booking orders). Pre-defined master data such as account, day of month, interval and amount could be automatically included in cash accounts. In the case of securities, custody, securities, account, date, day of the month, interval, gross value, taxes and fees could also be automatically included. Only the current market value would be inserted at the time of execution of a securities transaction. After creating the booking, the transaction would then only have to be finally checked by the user. This would be an enormous simplification for anyone who also maintains their depots manually. PS: The feature has nothing to do with creating future activities.
S
Stefan Elbers
It would help me too. Please also for account transactions such as repayment of loans, payment of insurance and receipt of rent.
A
ASCending
I also think it makes sense.
So far, I've always duplicated “comparable” activities.