To display a list of recurring templates on your computer screen using the To Do List

If you haven’t already read the Purchases Overview, see Reviewing your purchase information for more information.

These steps will also allow you to record recurring purchases automatically.

The To Do List window should be displayed.

  1. Click the Recurring Purchases tab to display a list of all your recurring purchase templates.
  2. Click the zoom arrow to view details about a specific purchase.
  3. Click the Action column if you want to record one or more of the recurring templates in the list.
Warning: Read this before you record recurring purchases using the To Do List If you choose to record recurring purchases using the To Do List window, keep in mind that the transactions will be recorded automatically if you mark the Action column; you won’t get a chance to review or change any of the transactions before they’re recorded. If you’re not sure you want to record the recurring purchase, click the zoom arrow next to the transaction to open the Purchases window to manually enter the transaction so you have better control over the information than you would if you used the To Do List.
  1. Click the Record button.

To display a list of recurring purchases on your computer screen using the To Do List