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Editing a memorized transaction

To change line items, amounts, or other details about the transaction:

  1. Go to the Lists menu and click Memorized Transaction List. Shortcut

  2. Double-click the memorized transaction you want to edit.

  3. Edit the transaction as needed

  4. Rememorize the transaction by choosing Memorize from the Edit menu.

  5. When asked whether you want to replace the memorized transaction, click Replace.

  6. If you are only entering the transaction information for future use, close the transaction window by clicking the Clear button and then clicking the close box at the top of the window.

Changing how the transaction is handled

To change the name, schedule, or other options for the transaction, refer to rescheduling a memorized transaction.

See also

4/26/2017 8:13:14 PM
QYPPRDQBKSWS07 9138 Pro 2017 7ac2b1