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Introduction

Learn how easy it is to set up your first recurring account for your monthly expenses and settlement transactions.

Recurring transactions can only be setup when you are adding a new settlement or month. If you see "DELETE" in the red box then it means this is not a NEW settlement / month.
  • Recurring transactions can only be setup when you are adding a new settlement or month.

  • If you see "DELETE" in the red box then it means this is not a NEW settlement / month.

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Select the account you want to have the recurring transaction linked to. Enter the value you want to recur.
  • Select the account you want to have the recurring transaction linked to.

  • Enter the value you want to recur.

  • Whenever you hover over the account name or value you'll notice the recurring ICON slide over. Click on it to begin the recurring process.

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The transaction account and value (if you have a value you entered) will turn into buttons. If you hover over the ? you'll get a tip on what to do next. Click the category:  only the category will recur
  • The transaction account and value (if you have a value you entered) will turn into buttons.

  • If you hover over the ? you'll get a tip on what to do next.

  • Click the category: only the category will recur

  • Click the value: the category & amount will recur

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After clicking on the value you'll notice this format to show up. This transaction will now show up be default on ALL new settlements / months.
  • After clicking on the value you'll notice this format to show up.

  • This transaction will now show up be default on ALL new settlements / months.

  • To turn off this recurring you can simply hover over the recurring icon and click on the STOP icon.

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Now lets try one where we know the account is always used but the value is different. We'll use fuel for this example. After selecting Fuel for the account and clicking on the RECURRING icon the slides out to the right we'll get a button for the account only. Click it.
  • Now lets try one where we know the account is always used but the value is different. We'll use fuel for this example.

  • After selecting Fuel for the account and clicking on the RECURRING icon the slides out to the right we'll get a button for the account only. Click it.

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Now the Fuel account will show up pre selected and ready to have a value entered each time. To turn off this recurring you can simply hover over the recurring icons and click on the STOP icon.
  • Now the Fuel account will show up pre selected and ready to have a value entered each time.

  • To turn off this recurring you can simply hover over the recurring icons and click on the STOP icon.

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All new settlements / months will have the recurring show up like this. As another reminder :: To turn off the recurring you can simply hover over the recurring icons and click on the STOP icon.
  • All new settlements / months will have the recurring show up like this.

  • As another reminder :: To turn off the recurring you can simply hover over the recurring icons and click on the STOP icon.

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Conclusion

Now you are ready to cut your data entry time in half on some settlements.

7 other people completed this guide.

Aaron

Member since: 11/02/2011

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