3/11/2022
Charlene’s Tip
Want more content like this?
Do you have regular payments that go out repeatedly? Instead of having to enter the information each time make a Recurring Transaction. Click on the transaction you want repeated and click ‘Make Recurring’. Create a template name, the interval (monthly, every other month, annually, etc), enter the start and end dates, and save.
To change a recurring transaction, click the Gear icon, then click ‘Recurring Transactions’. Choose ‘Edit’ to make changes to your template.
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