forum.mthbuilt.com

Can you help me to understand how I go about creating regular transactions
1.Regular outgoings e.g UK Direct Debits for Utility bills - paid monthly; Insurance paid annually
2 Regular income e.g Salary paid monthly

Enter your utility bill once in the register.

Highlight this transaction (or select it) then press Cmd-y (Ctrl-y on Windows), this brings up a window where you can set up the frequency, dates etc
Cmd-y is a shortcut for Quick Edit- Memorize transaction.

To see the list of memorized transactions you can use Cmd-t (Quick Edit-List Memorized) it shows everything that you memorized as well as recurrence.

We don't allow recurring transactions to get posted into register automatically, you need to manually review them first before you can post them.
Automatic posting we will add in a couple of builds.

Keyboard shortcuts can be re-assigned in preferences.


Thanks