If a transaction occurs with regularity, users can set it up as a recurring transaction once it's been created.
A transaction cannot be made recurring during its initial creation.
To mark a transaction as recurring,
1. Record the initial transaction normally.
2. Find the transaction in the General Ledger view or in an account's detailed ledger by going to the Chart of Accounts view and clicking the arrow icon to the right of the account or account type involved in the transaction.
3. Click on the row to show more information and click the arrow on the far right of the transaction to go to the transaction details.
4. In the Saved Transaction details, click the link to "Make Recurring".
5. In the pop-up menu, enter in a description, frequency, and starting date for your recurring transaction.
6. Click "Save" to create the template.
Note: When the date for the transaction to recur comes, it will appear as a pending transaction under Todo Items in the Ledger Overview.