Changing Deleting Recurring Entries

Changes made while using the recurring transaction are NOT saved.

To change recurring transaction content, making it available the next time you use it:

  • Go to Lists > Recurring Transactions.
  • Select the entry you want to change, this is for content change, not scheduling change.
  • Click on 'Edit' at the bottom right of the window. This will bring up the transaction, where you can charge the content of the transaction.
  • The changes will be saved when you click 'Save' at the bottom right of the screen.

To delete a recurring transaction

  • Go to Lists > Recurring Transactions.
  • Select the entry you want to delete. Highlight it and click on the 'Delete' button at the bottom of the window.

To change the schedule of a recurring transaction

  • Highlight the transaction you wish to adjust.
  • Select 'Edit Schedule' from the bottom of the Recurring Transactions list.
  • Adjust the schedule as necessary and select the 'Save' button at the bottom right of the window.