Memorized Transactions

Memorized Transactions are transactions that will be repeated in the future with reminders given.

Table of contents

• Step 1: Click Repeat Checkbox
• Step 2: Basic Tab
• Step 3: Set Recurrence Pattern
• Step 4: Set recurrence range
• Step 5: Finish

Step 1: Click Repeat Checkbox

• To define the repeating rules for a transaction, click the Repeat check box.

Step 2: Basic Tab

• Click the Basic tab to set the recurrence properties.

Step 3: Set Recurrence Pattern

You have a choice of four recurrence patterns: Daily, Weekly, Monthly, and Yearly.

Daily

A recurrence pattern of Daily will let you perform the action every X days, or on every weekday.

Weekly

A recurrence pattern of Weekly will let you perform the action every X weeks, and only on certain days in those weeks.

Monthly

A recurrence pattern of Monthly will let you perform the action every X months, on specific days of the month.

Yearly

A recurrence pattern of Yearly will let you perform the action on a certain day of the year, every year.

Step 4: Set recurrence range

The recurrence range lets you choose when you would like the recurrence of the action to stop.

• For the action to continue indefinately, select No end date.
• To stop the action after a specified number of occurences, select Ends after and type in the number of occurences.
• To stop the action by a certain date, select Ends by and select by when you would like the action to stop.

Step 5: Finish

• Click Apply Now

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