If you have a transaction that you record regularly—for example, a rent cheque—you can set it up as a recurring transaction and save it for future use.

When you save a recurring transaction, you can specify how often you want the transaction to be recorded, and for how long you want to schedule it. For example, you can schedule your car payments monthly, for the next 22 months.

If the transaction details are the same each time—such as a rent payment, you can set up a recurring transaction to record automatically. Or you can open the transaction as required, alter the details (for example, if you make regular sales to a customer and vary the items) and then record the transaction.

You can make the following transactions recurring: sales, purchases, cheques, deposits and general journal entries.