To create a recurring Spend Money template

If you haven’t already read the Spend Money Overview, see Creating recurring templates for more information.

The Spend Money window should be open.

  1. Use the Spend Money window to create a check as you normally do.
  2. Click the Save Recurring button. The Save Recurring Template window appears. Enter the necessary information about the transaction in this window, then click Save Template.

To create a recurring Spend Money template