The Recurring Transactions List window is the central area for managing recurring transactions, where you can:

• Search for a recurring transaction by transaction name, amount or next due date.

• Edit the schedule of a recurring transaction. (Edit Schedule button)

• Record (and edit first, if you like, just for this use) the transaction details of a recurring transaction. (Use Recurring button)

• Create a new recurring transaction based on an existing transaction. (Create Copy button)

• Delete a recurring transaction. (Delete button)

• Record a transaction. (Use Recurring button)

Note:   Recurring payroll transactions are handled differently from other recurring transactions. See Using the Recurring Pay window for complete information.

• To find the Recurring Transactions List window
• To find a recurring transaction
• To record a recurring transaction (Recurring Transactions List)
• Recording a recurring transaction
• 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 create a recurring transaction
• To create a recurring transaction using Create Copy
• To print a list of all recurring transactions
• To delete a recurring transaction
• Using the Recurring Pay window