To display a list of recurring Spend Money templates
These steps will also allow you to view and record these transactions.
- In any command center, click the To Do List button.
- Click the Recurring Transactions tab to display a list of all your recurring General Journal, Spend Money, paycheck and deposit templates.
- If you want to view detail about a specific transaction, click the zoom arrow.
- If you want to record one or several of the transactions in the list, click the Action column for the transactions you want to record.
Warning: Read this before you record recurring Spend Money templates using the To Do List
If you choose to record recurring Spend Money templates using the To Do List window, keep in mind that the transactions will be recorded automatically; 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 a particular transaction, we suggest you use the Spend Money window to manually enter the transaction so you have better control over the transaction than you would if you used the To Do List.
The account you assigned to each transaction in the Spend Money window will be used to pay the transactions that are recorded using the To Do List window.
To display a list of recurring Spend Money templates
