HI,
Can u add a field to mark that the txn [dr/cr] as repetitive. can have option to say whether it is monthly/quarterly/half year/ yearly.
This can be used for making cash flow as report. Future txn would be posted manually or through import of the bank account statement.
another option is that using ML/AI review of the existing data, it can make the cash flow automatically
You can set up recurring Sales Invoice and Purchase Invoice records. See the guides: Guides | Manager
Otherwise I’m unclear on what you’re asking for.
i get routine interest from fd, debt instruments ;
regular payment like insurance, mandatory tax savings etc… ; this is the crux of the requirement. i use this for my home accounting ; it is driven by investment and return on investment -
Further recurring journal can create entry. i donot want to pass any entry. i want a project cash flow statement. actual entry will be passed when actual income or expenditure comes through bank dr/cr