Recurring Transactions and a User Guide

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Recurring Transactions and a User Guide

Postby brettbeverly » Sun Aug 17, 2008 3:42 pm

I am really having a difficult time finding where I would set up a recurring transaction or schedule upcoming bills/deposits. I thought this was going to be a feature of the newest build...

Also, is there any kind of user guide or manual for this. I'd really like to find an MS Money replacement and completely get away from our PC. Hoping this might be it, but I really can't figure out how to use many of the features.
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Re: Recurring Transactions and a User Guide

Postby mthadm » Mon Aug 18, 2008 5:00 pm

Starting from build 31 there is a way to set up recurring memorized transactions:
to set up recurring transaction simply select an existing transaction first then select "Quick Edit/Memorize Transactions" (or Cmd-y on Mac /Ctrl-y on Windows)

Once set up memorized transactions will be reflected in account balance forecast calculations ("Quick Analytics" / Account Forecast)

The manuals will be uploaded to Wiki shortly, they are being prepared at the moment

Thanks
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