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Managing Transactions
To create a recurring transaction
- Enter the details of the transaction in the transaction window as you normally do.
- Instead of clicking the Record button, click the Save as Recurring button.
Note: You can also save a recorded transaction as a recurring transaction from the Sales Register.
- The Edit Recurring Schedule window is displayed.
- Enter a name to identify the recurring transaction.
- Select a frequency from the list to determine how often you should be reminded to record this recurring transaction.
When you specify a frequency, the recurring transaction will be recorded in your To Do List as a reminder. (If you select Never from this list, you won't receive an alert message but the transaction will be included as a reminder in your To Do List.)
Your Cash Flow Worksheet will also be adjusted to reflect the future dates in which Spend Money, Receive Money and Transfer Money recurring transactions will occur.
- Choose the duration of the schedule: indefinite, until a specific date or repeated a specific number of times.
- Select one of the two options in the Alerts section.
Note: If you do not want any alerts ...
- Remind ___ to record this transaction___. If you would like to be reminded in advance of the date this transaction is to be recorded, mark this option. From the drop-down list, select between receiving the reminder on its due date or on a specified number of days in advance. If you select the latter, a days field appears, where you enter the number of days in advance.
- Automatically record this transaction when due and notify me. If you want the transaction to be automatically recorded and for you to receive notification (via the Notification window) when it is recorded.
- Select one of the two options in the Transaction section. You can either use the next sequential number as the transaction ID or enter a particular ID you want to use for every recording of the recurring transaction.
- Choose how you want to treat any changes you make when you use the recurring transaction in the future.
- 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.
- Click the Save button. The recurring transaction is saved, and you're returned to the transaction window.
- If you wish to record the transaction at this time, click Record. If not, click Cancel.
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