To Do List window— Transactions view

This view of the To Do List window lists your recurring transactions (other than sales and purchases) including Spend Money transactions, Receive Money transactions, Transfer Money transactions, paychecks and General Journal entries.

Field Descriptions

Name column

This column displays the names you have given to your recurring transaction. If you want to record a transaction, click the zoom arrow next to the name.

Overdue column

This column displays the number of days that have passed since the transaction was due to be recorded (or the number of days until the transaction is due).

Frequency column

This column displays the frequency by which each recurring transaction on the list should be recorded.

Last Posted column

This column displays the dates you last recorded the recurring transactions.

Next Due column

This column displays the dates that each transaction in the list is due.

Select (to Record) column

If you want to record several recurring transactions using this window, click in this column next to those transactions and then click Record. If you want to select all transactions in the list, click the icon at the top of the column.

Print

If you want to print the To Do List—Recurring Banking Transactions report, click Print.

Record

If you want to record the selected transactions, click Record. You will be prompted to enter a date for the transactions.

Close

If you want to close this window, click Close.

Tips for this window

Related topics

■	Recurring transactions