Group recurring transactions in Reckon One

Learn how to sort your recurring transactions into groups in Reckon One, so related templates sit together and are easier to find and manage.

About groups

A group is a label you give to a set of recurring transactions. Groups work for both scheduled and unscheduled transactions.

On the recurring transactions list, each group shows as a heading with the number of recurring transactions in it. Recurring transactions that aren't in a group sit under the Ungrouped heading.

Create a group

1. Click Settings (cog icon in the top right corner).
2. 2. Under General, select Recurring transaction groups.
3. 3. Click Create.
4. 4. Enter a unique Group name.
5. 5. Click Create.

You can also create groups while moving recurring transaction from one group to another on the Recurring transactions list screen.

With one or more recurring transactions selected, click the Move to Group button, then select Create new group in the dropdown menu that appears.

Add or move a recurring transaction to a group

1. In the Day to day menu, select Business, then Recurring Transactions.
2. Click on the relevant recurring transaction to open it.
3. In the Group field, select the group (or select Create new to make one).
4. Click Save & close.

Alternatively, you can move a single recurring transaction from the list screen by clicking the Actions menu (3 vertical dots) at the end of its row and select Move to group.

To move several recurring transactions to a single group in bulk:

1. In the Day to day menu, select Business, then Recurring Transactions.
2. Tick the checkboxes next to each recurring transaction you want to move.
3. Click the Move to group button above the list.
4. In the Transactions will be moved to field, select the group you want to move them to (or select Create new group to make one).
5. Click Move.

Remove a recurring transaction from a group

1. In the Day to day menu, select Business, then Recurring Transactions.
2. Click the Actions menu (3 vertical dots) at the end of the recurring transaction's row and select Move to group.
   1. To remove several recurring transactions at once, tick the checkbox next to each one, then click Move to group.
3. In the Transactions will be moved to field, select Remove from group.
4. Click Move.

The recurring transaction then moves to Ungrouped.

Rename a group

Groups can't be renamed from the recurring transaction list. To edit a group name:

1. Click Settings (cog icon in the top right corner).
2. Under General, select Recurring transaction groups.
3. Select and edit the Group name to update it.
4. Click Save.

Delete a group

Deleting a group doesn't delete the recurring transactions in it. Any recurring transactions in that group move to Ungrouped.

1. Click Settings (cog icon in the top right corner).
2. Under General, select Recurring transaction groups.
3. Click the Actions menu (3 verticals dots) at the end of the group's row and select Delete.
4. Click Delete to confirm.

Read more

• Learn more about recurring transactions.
• Learn how to set up a recurring transactions.