If an existing recurring transaction needs to be changed or removed, users can edit or delete it from the Recurring Transactions view.
To edit or delete a recurring transaction,
- Go into Ledger from the Navigation bar.
- Click the Recurring Transaction tab to view all of your recurring templates.
- To the right of the description, click on the action buttons to make changes.
- Click the pencil icon to open an editing window for the transaction template and click "Save" to save those changes.
- Click the trash can icon to delete the transaction template. This will not delete transactions that have been created from the template.