Overview

If you have bills or expenses that occur on a regular schedule for the same amount each time, you can set up a recurring transaction to automatically create these for you.

However, these may change from time to time and you’ll need to edit the recurring transaction. Let’s walk through that now!

The Steps

Step 1

Click on Accounting < Recurring Bills in the left-hand menu.

Step 2

Click on the recurring transaction you want to edit.

You can also click on the three vertical dots icon and select the Edit option.

If you are deleting the recurring transaction, click on the three vertical dots icon and select the Delete option.

Step 3

If editing the recurring transaction, change any of the fields you need to and click Save when you are done.

That’s it! Going forward, newly created instances of this recurring transaction will reflect these changes.

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