To store the Spend Money transaction as a recurring template

Banking > Spending money > Creating Spend Money transactions using the Spend Money window > Step 4: Record the transaction > To store the Spend Money transaction as a recurring template

The Spend Money window should be displayed. (To find this window)

  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 Spend Money window. If you don't want to record the transaction at this time, click the Cancel button.
Related topics
To print and record a check
To see how the transaction will affect your financial records

To create a recurring Spend Money template