To create a recurring template

1. Enter the details of the transaction in the transaction window as you normally do.
2. Then, instead of clicking the Record button, click the Save Recurring button. The Save Recurring Template window is displayed.
3. Enter a name to identify the recurring template.
4. Specify the frequency of the transaction and a reminder date. (If you choose a frequency of Other, no reminder date is required.)
5. Click the Save Template button. The template is saved, and you're returned to the transaction window.
6. If you wish to record the transaction at this time, click Record. If not, click Cancel.