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The Recurring transactions table allows you to save transactions that repeat during the year and automatically recall them in the Transactions table when needed. You can store, for example:
- Salaries
- Rents
- Subscriptions
- Periodic payments
How to save a recurring transaction
- Go to the Transactions table.
- Select one or more transactions that are repeated.
- Copy them (Ctrl+C).
- Paste them into the Recurring transactions table (Ctrl+V).
In the Recurring transactions table you can also manually enter the transactions that are repeated during the year.
How to recall a recurring transaction
- In the Transactions table, place the cursor on the row where you want to insert it.
- Double-click in the Doc column: a list of saved transaction codes will appear.
- Select the code of the transaction you want to use.
- Press Enter.
The program automatically inserts all the transaction data: you only need to update the amount or date if necessary.
Advantage: with this method you avoid rewriting identical operations each time, saving time and reducing the risk of errors.
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