To display a list of recurring Receive Money templates

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

  1. In any command center, click the To Do List option.

  2. Click the Recurring Transactions tab to display a list of all your recurring General Journal entry, Spend Money, paycheck and Receive Money templates.

  3. If you want to view detail about a specific template, click the zoom arrow.

Warning: Read this before you record recurring Receive Money templates using the To Do List

Keep in mind that the transactions recorded using the To Do List will be recorded automatically; the transaction will be recorded with the current date. If you’re not sure you want to record a particular transaction, we suggest you use the Receive Money window to manually enter the transaction so you have better control over the transaction than you would if you use the To Do List.
  1. If you want to record one or several of the transactions in the list, click the Action column for the transactions you want to record.

Keyword: memorized, repeating

To display a list of recurring Receive Money templates