Using recurring Receive Money templates

Banking > Receiving money > Using recurring Receive Money templates

If you plan to record the same Receive Money transaction on a regular basis, you may want to consider creating a recurring Receive Money template. When you create a recurring Receive Money template, the transaction information is saved in a separate "holding area" where you can retrieve the template as many times as you want in the future.

Until you record them, recurring Receive Money templates have no effect on your financial records.

Note: Using bank deposits of undeposited funds

Bank deposits of undeposited funds can't be saved as recurring Receive Money transactions. See Finding, reversing and removing bank deposits to learn more about using bank deposits of undeposited funds.

Step by step
To store the transaction as a recurring Receive Money template
To use a recurring Receive Money template in the Bank Register

To find a recurring Receive Money template

To change a recurring Receive Money template's name and/or frequency

To change a recurring Receive Money template's line items and additional information