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Level 1

Where can i find the recurring transaction list?

 
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Best answer 09-26-2019

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Level 15

Where can i find the recurring transaction list?

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Level 15

Where can i find the recurring transaction list?

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Level 1

Where can i find the recurring transaction list?

I found this and set them all up, but if I pay them from that list, it does not move them to the next month.  This only appears to happen when they show up on my dashboard as due and I pay them from there.  They only show up on my dashboard on or after the due date so I cannot look at what is due later in the month when I pay a bill.

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Moderator

Where can i find the recurring transaction list?

Hello there, CFOPres,

 

For recurring bills, there are different types:

  • Scheduled: creates the bill automatically according to the schedule you specify
  • Reminder: reminds you to create the bill using the template
  • Unscheduled: you use the template to create the bill as needed from the recurring transactions list

You can edit the recurring template and select scheduled instead.

 

Here's an article for future reference: How to handle a recurring transaction that did not run.

 

Let me know if you need more help.