Creating a Receive Money transaction

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

Step 1 > 2 > 3 > 4

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

To see how the transaction will affect your financial records
To record the transaction
To store the transaction as a recurring Receive Money template

To see how the transaction will affect your financial records

Choose Recap Transaction from the Edit menu.

To record the transaction

Click Record.

To store the transaction as a recurring Receive Money template

If you haven’t already read the Receive Money Overview, see Recording recurring Receive Money templates for more information.

  1. Click the Save Recurring button.

  2. Enter the necessary information about the transaction.

  3. Click Save Template to close the Save Recurring Template window.

  4. If you want to record the receipt as an actual transaction now, click Record in the Receive Money window, otherwise, click Cancel.

See To record a recurring Receive Money template for detailed information about performing more tasks with recurring Receive Money templates.

Keyword: memorized, repeating

Creating a Receive Money transaction - Step 4