Create Copy (recurring transaction) window



The Create Copy window allows you to quickly create a new recurring transaction based on an existing recurring transaction that is very similar, in details and/or schedule to an existing recurring transaction.

If there are any transaction details that you want to change from those of the recurring transaction you copied from, you can open the Edit Recurring Transaction Details window, make your changes and save them.

If there is any information in the Edit Recurring Schedule window that you want to change from that of the recurring transaction you copied from, you can open the Edit Schedule button, make your changes and save them.