I run a subscription business and I created memorized transactions and grouped them by month, quarterly and yearly. I need to add the month or the quarter or the year automatically on the transaction when they are created. I currently have to go in and add it individually to each invoice which kind of defeats the purpose of automation. Is there a way of doing this? I called support and had no luck. Thanks any help would be greatly appreciated.
You can use it to make a list of transactions in Excel, complete with your custom text, and then import them. Then use the same worksheet as a template for the next period, first changing the memo. You can use Excel's formulas and/or copy/paste abilities to update many transactions quickly. Then export them to an IIF file and import that file.