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This chapter is from the book

This chapter is from the book

Changing Memorized and Scheduled Transactions

Isn’t it funny how some things never seem to stay the same? Rents increase, payment due dates change, companies you did business with close or are bought by other companies, and customers move on. Your memorized and scheduled transactions don’t have to be trashed when the facts change. Just tweak the transaction to keep up with the times.

Change a Memorized Transaction

Change a Recurring Transaction

  • yellow_01.jpg Press Ctrl+T to view the Memorized Transaction List. Remember, all your recurring transactions are also memorized transactions.
  • yellow_02.jpg Click once to select the transaction you want to change.

  • yellow_03.jpg Press Ctrl+E to edit the recurrence information for this transaction.
  • yellow_04.jpg Select a different reminder option, if necessary.
  • yellow_05.jpg Change the frequency of the recurrence, if necessary.
  • yellow_06.jpg Change the next scheduled date for this transaction, if necessary.
  • yellow_07.jpg Change the number of transactions remaining, if necessary.
  • yellow_08.jpg Change the number of days in advance of the due date that this transaction should be entered.
  • yellow_09.jpg Click OK.

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