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Using a memorized transaction

If you have a transaction that you frequently enter, you can save time by memorizing the transaction for future use.

If you use the transaction on a regular basis (for example, monthly), you can set it up as a recurring transaction when you memorize it. Otherwise, you can use it as needed by entering it from the Memorized Transaction list.

Entering a transaction from the Memorized Transaction list

This procedure assumes that you've already created the memorized transaction that you want to use.

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

  2. Select the memorized transaction you want to use.

  3. Click Enter Transaction.

  4. Make any necessary changes or additions.

  5. Save the transaction.

    Save the transaction.

See also

11/18/2017 9:28:04 AM
PPRDQSSWS802 9142 Pro 2018 eb0410