Managing Transactions

Changing or deleting a recurring transaction

There are two general steps in the creation of a recurring transaction that are accomplished in different windows:

• Entering the details of the transaction (card, account, amount, etc.) in the transaction window.

• Making schedule and alert selections in the Edit Recurring Schedule window.

So if you want to make a change to the details of a recurring transaction, you do that in the transaction window. If you want to make scheduling changes, you follow a different procedure using the Edit Recurring Schedule window. You can conveniently reach either window from the Recurring Transactions List window.

Note: The `Edit Details' version of the transaction window is used to save recurring transaction details without recording a transaction

When you delete a recurring transaction, it is removed from your list of recurring transactions only. Any transactions you already recorded using a recurring transaction won't be affected.

Note:   Payroll transactions are different from other recurring transactions. (Using the Recurring Pay window)

Step by step

• To change recurring transaction details and record a transaction
• To change recurring transaction details without recording a transaction
• To change a recurring transaction's schedule
• To delete a recurring transaction

Related topics

• Using recurring transactions
• Creating a recurring transaction
• Recording a recurring transaction
• To find a recurring transaction