Creating a Spend Money transaction

Step 4: Choose what you want to do with the transaction

Step 1 > 2 > 3 > 4

To see how the transaction will affect your financial records
To print and record a check
To record the transaction
To store the Spend Money transaction as a recurring template

If you haven’t already read the Spend Money Overview, see Spend Money window details for more information.

To see how the transaction will affect your financial records

The Spend Money Overview should be displayed.

Choose Recap Transaction from the Edit menu.

To print and record a check

The Spend Money window should be displayed.

Load the check form in your printer, if you haven’t already done so.

Click the Print button in the Spend Money window.

A message appears, explaining that the transaction will be recorded before it’s printed.

Click OK to begin the printing process.

To record the transaction

To record the transaction without printing it, click the Record button.

See To print a single check for information about printing a check after you’ve recorded it; see To print checks for information about printing a batch of checks after you’ve recorded them.

To store the Spend Money transaction as a recurring template

The Spend Money window should be displayed.

Click the Save Recurring button to open the Save Recurring Template window.

Enter the necessary information about the transaction in this window.

Click Record Template to close the Save Recurring Template window.

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.