Copying a Payment


In certain cases, you may wish to copy payment information from one month to the next. After creating the copy, you will be able to edit the new transaction by adding any new details.

  1. From the home page, find the payment you need to copy. Click the payment name to open the transaction window.
  2. Click the “Copy” button. A new window will open with the information copied from the original payment.
  3. Edit any information as desired.
  4. Click “Save” to save your copied payment.