@MaryAnn_E wrote:
HI there, @mikeoddoteam.
Yes, you can create multiple recurring templates for the same vendor with different details. Let me show you how to achieve this.
- Click the Gear icon on the top menu.
- Choose Recurring Transactions.
- Click New. Then, choose the Transaction Type drop-down.
- Enter a Template name.
- Choose a Type: Scheduled, Unscheduled, or Reminder.
- Choose the Add new from the VENDOR drop-down. Then, choose a VENDOR name.
- Enter the detailed information in the fields.
- Click Save Template.
Please check this article to know more about how to create templates for recurring: How to set up a recurring invoice for customers.
Also adding these articles for reference in creating or editing templates:
Edit recurring templates
Schedule recurring transactions created with a template
Please reply to this post if you need anything else with creating recurring transactions. I'm here to help.
The question is about Vendors and Expenses, not Customers and Income. The usual and simple way is to first create an Expense and then choose Memorize from the bottom footer. You can then set this transaction to repeat as needed, whether daily, weekly, monthly, quarterly, etc or just as a reminder.
To create a second recurring transaction for the same Vendor simply create a new transaction and memorize it. Or select an existing transaction, Create a Copy, edit details, then memorize the edited copy.
You WILL get a popup telling you the memorized transaction name is already in use and do you wish to supplant the old with new or add new with the same name. Choose to add new with the same name and then later go into the memorized transaction list and you can edit the name to be more explanatory.
An example is multiple automatic loan payments to the same bank. You will set them all up to begin with using the same name (which will by default be the vendor name) but by editing you can at a glance determine which recurring transaction is tied to which recurring payment.
