Pool setup and accounts
How to reassign accounts between interest pools
Move an account to another eligible interest pool from a chosen effective date.
Written by Katrin Erb Updated Published Move an account to another interest pool when its pooling arrangement changes. Flinq keeps the assignment history so earlier calculations continue to use the previous pool.
Before you start
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You need permission to create or edit interest pools.
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The new pool must use the same bank and currency as the account and include its branch.
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The effective date cannot change a period already covered by an active payment run.
Move the account from the current pool
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Go to Interest Pooling > Interest Pools.
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Open the account's current pool.
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In Bank Accounts, open the account actions and select Move to Another Pool.
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Select the New Interest Pool.
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Choose the Effective from date.
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Confirm the move.
Move the account from Bank Accounts
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Go to Banking > Bank Accounts and open the account.
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Under Pool Actions, select Add to Interest Pool.
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Select the new pool and effective date, then confirm.
Flinq ends the previous assignment on the day before the new one starts. The assignment history remains available on the bank account.
If Flinq blocks the move
A payment run may already include the account for the affected period. Review the payment run before changing anything. If the run is no longer valid, follow your normal review and archive process; do not remove completed payment history solely to make the change.
Future-dated changes
A future assignment can be scheduled before it becomes current. Review the full assignment history before adding another move so you do not create an unintended sequence of pool changes.
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