Managing Transactions

To record a recurring transaction (Reminders window)

 

The Reminders window is launched if:

  1. In the Reminders window, highlight a recurring transaction from the list and then click Record.


  2. Verify the date, amount, account and other details and make any necessary changes in the transaction window.


    Note: You can use a recurring transaction to record a pre-dated transaction, with a few exceptions
  1. Click Record. The recurring transaction will be recorded as an actual transaction, and will also remain as a recurring transaction for future use.


Step by step

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