Creating a recurring transaction

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Managing Transactions

Creating a recurring transaction

When you create a recurring transaction, there are two general steps:

Enter the details of the transaction (card, account, amount, etc.) in a transaction window (Windows where recurring transactions can be created) just as you would for any transaction. Then, rather than recording the transaction, you click the Save as Recurring button.

You can also save a recorded transaction as a recurring transaction from the Sales Register. Simply highlight the transaction in the list and choose Save as Recurring from the Edit menu.

When you choose Save as Recurring, the Edit Recurring Schedule window opens, where you can enter scheduling information, including the frequency, start date and duration.

If you don't want a schedule for a recurring transaction, but merely want to save it and record it when appropriate, select Never as the Frequency. You must save your entries in this window in order to save the recurring transaction.

If you set a scheduled frequency, you can also choose to be reminded of the scheduled transaction in several ways:

You can choose for the transaction to appear in the To Do List window, informing you each time a recurring transaction is due to occur. You can record the transaction from this window.

You can schedule an alert message that are delivered in the form of a pop-up Reminders window in advance recording the transaction. You can record the transaction from this window.

You can choose to have the transaction automatically recorded when it is scheduled and receive an alert message at that time. The message is delivered in the form of a pop-up Notification window.

You can also choose how you want to treat any changes you make when you use the recurring transaction.

If you mark the Save my changes... option, you can simply make changes and click the Record button to both record the transaction and save the changes in the recurring transaction.

If you don't mark the option, you can make a one-time change when you record the transaction without changing the recurring transaction.

If you want to create a new recurring transaction that is very similar, in details and/or schedule to an existing recurring transaction for the same card or use the same recurring transaction for a different card or cards, you can use the shortcut Create Copy function in the Recurring Transactions List window.

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