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Recording recurring transactions

For recurring transactions that are not set up to record automatically, you need to decide when to record them. You can:

  • record a single recurring transaction from a transaction window

  • record several transactions at the same time.

You can also record a recurring transaction:

  • in the Reminders window (if you use the reminders option)—see Recurring transaction reminders

  • in the Recurring Transactions List window by going to the Lists menu and choosing Recurring Transactions

  • in the To Do List window on the Recurring Transactions tab—see To record multiple recurring transactions below.