Editing a Recurring Transaction

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Although you may create recurring transactions individually, by type, you may also find it necessary to view your entire list of recurring transactions.

Use the Recurring Transactions view in Settings to manage your list of recurring transactions.

  1. Click on the Settings cog and select “Recurring Transactions.”
  2. Use the filter box to search for a specific transaction, or click on the transaction name to open the edit screen.
  3. Enter your desired edit information and then click on the “Update” button.

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