The Recurring Transactions view shows all created templates based on existing transactions that automatically generate as pending transactions on specific dates and frequencies. Users can use these templates to better automate transactions that occur periodically.
Action Buttons
In this view, there are links that allow your list of recurring transactions to be printed or exported for reference.
- Print - This option allows you to print a list of descriptions, schedules, and next occurrence dates.
- Export- This option allows you to export a list of descriptions, schedules, and next occurrence dates to a CSV file.
List of Recurring Transactions
In the table of recurring transactions, the Description and Next Occurrence fields can be sorted by clicking on their respective header.
Actions for Recurring Transactions
To the right of the description, click on the action buttons to make changes.
- Click the pencil icon to edit a transaction template.
- Click the trash can icon to delete the transaction template. This will not delete transactions that have been created from the template.