Managing Transactions

Changing or deleting a recurring transaction

 

There are two general steps in the creation of a recurring transaction that are accomplished in different windows:

So if you want to make a change to the details of a recurring transaction, you do that in the transaction window. If you want to make scheduling changes, you follow a different procedure using the Edit Recurring Schedule window. You can conveniently reach either window from the Recurring Transactions List window.

Note: The `Edit Details' version of the transaction window is also used to save recurring transaction details

When you delete a recurring transaction, it is removed from your list of recurring transactions only. Any transactions you already recorded using a recurring transaction won't be affected.

Step by step

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