Add and Store a Recurring Transaction

To add and store a recurring transaction:

1. Create a transaction as you normally would, but do not click Process.
2. On the toolbar, click the Store As Recurring Transaction button .
3. In the Recurring Transaction box, enter a name for the recurring transaction.
4. From the list in the Frequency box, select the frequency at which this transaction normally occurs.
5. Click OK.

Published: June 19, 2017
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