Fields in the Select a Recurring Transaction window

Fields in this window

Select a Recurring Transaction window

Search for a Recurring Transaction

Enter the full name of a recurring transaction and press TAB to move the highlight to the transaction in the list, or enter as much of the recurring transaction name as you can remember and press TAB to move the highlight to the transaction that most closely matches the characters you typed.

Name column

This column displays the names of the recurring transactions that apply to the window you used to open this window. You can change a recurring transaction’s name by highlighting the transaction and clicking the Edit button.

Frequency column

This column displays the frequency each recurring transaction in the list should occur. You can change a recurring transaction’s frequency by highlighting the transaction and clicking the Edit button.

Last Posted column

This column displays the last time each recurring transaction in the list was recorded. The next time you record a recurring transaction, this date will change to reflect the date the transaction was recorded.

Due column

This column displays the next time each recurring transaction in the list should be recorded. If an asterisk (*) appears next to a due date, the transaction is overdue. The next time you record a recurring transaction, this date will change to reflect the next time the transaction should be recorded.

Cancel button

Click this button to exit this window.

Delete button

Click this button after highlighting a recurring transaction to remove the transaction. The transaction will be removed from the list; however, all transaction records that used this recurring transaction will still exist.

Edit button

Click this button after highlighting a recurring transaction to open the Save Recurring Template window, where you can change the name and frequency of the transaction you selected.

OK button

Click this button after highlighting a recurring transaction to select the transaction and display it in the appropriate transaction window.

*Search for a Recurring Transaction*	Enter the full name of a recurring transaction and press TAB to move the highlight to the transaction in the list, or enter as much of the recurring transaction name as you can remember and press TAB to move the highlight to the transaction that most closely matches the characters you typed.
*Name column*	This column displays the names of the recurring transactions that apply to the window you used to open this window. You can change a recurring transaction’s name by highlighting the transaction and clicking the Edit button.
*Frequency column*	This column displays the frequency each recurring transaction in the list should occur. You can change a recurring transaction’s frequency by highlighting the transaction and clicking the Edit button.
*Last Posted column*	This column displays the last time each recurring transaction in the list was recorded. The next time you record a recurring transaction, this date will change to reflect the date the transaction was recorded.
*Due column*	This column displays the next time each recurring transaction in the list should be recorded. If an asterisk (*) appears next to a due date, the transaction is overdue. The next time you record a recurring transaction, this date will change to reflect the next time the transaction should be recorded.
*Cancel button*	Click this button to exit this window.
*Delete button*	Click this button after highlighting a recurring transaction to remove the transaction. The transaction will be removed from the list; however, all transaction records that used this recurring transaction will still exist.
*Edit button*	Click this button after highlighting a recurring transaction to open the Save Recurring Template window, where you can change the name and frequency of the transaction you selected.
*OK button*	Click this button after highlighting a recurring transaction to select the transaction and display it in the appropriate transaction window.