Entering a Receive Money transaction using the Bank Register
Step 4: Choose what you want to do with the transaction

Step 1 > 2 > 3 > 4

To record the transaction
To store the Receive Money transaction as a recurring template

If you haven't already read the Receive Money Overview, see Receiving money in the Bank Register for more information.

To record the transaction

The Bank Register window should be displayed.

To record the transaction, click the Record button.

To store the Receive Money transaction as a recurring template

The Bank Register window should be displayed.

  1. Click the Save Recurring button to open the Save Recurring Template window.

  2. Enter the necessary information about the transaction in this window.

  3. Click Record Template to close the Save Recurring Template window.

  4. If you want to record the transaction as an actual transaction now, click the Record button in the Bank Register window. If you don't want to record the transaction at this time, click the Cancel button.

See also

To store the transaction as a recurring Receive Money template

Entering a Receive Money transaction using the Bank Register - Step 4