Modify a Recurring Transaction
To modify a recurring transaction:
- Open the relevant transaction window.
- On the toolbar, click the Recall Recurring Transaction button .
- From the list, click to select the recurring transaction, and click Select.
- Make the changes you want.
- On the toolbar, click the Store As Recurring Transaction toolbar button .
- (Optional) You can change the name and frequency of the transaction in the Store Recurring Transaction window.
- Click OK.
If you do not change the name, the revised transaction replaces the original one. If you save the transaction under a new name, the program adds it as a new recurring transaction and leaves the old one intact.