Managing Transactions

To record a recurring transaction (Recurring Transactions List)

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

1. Choose Recurring Transactions from the Lists menu.



2. In the Recurring Transactions List window, highlight the transaction you want to record.



3. Click the Use Recurring button to open the original transaction window.



4. Verify the date, amount, account and other details and make any necessary changes in the transaction window.

Note: You can use a recurring transaction to record a pre-dated transaction, with a few exceptions

5. Click Record. The recurring transaction will be recorded as an actual transaction, and will also remain as a recurring transaction for future use.

Step by step

• To record a recurring transaction (Reminders window)
• To record a recurring transaction (transaction window)
• To record a recurring transaction (Bank Register)
• To record a recurring transaction (To Do List)

Related topics

• Recording a recurring transaction
• Creating a recurring transaction
• Changing or deleting a recurring transaction
• To find a recurring transaction