Recurring transactions | Income/Expenses accounting

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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.

recurring transactions

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.

More information is available on the page:

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