You've come to the right place, @staci-gregg.

You can create a yearly-type recurring transaction. Here's how:

1. Go to the Gear icon.
2. Choose Recurring Transactions.
3. Click New.
4. Select the type of recurring transaction (i.e. invoice, bill), then OK.
5. For the Type drop-down menu, select Reminder.
6. Under the Interval drop-down menu, choose Yearly.
7. Fill out the needed details.
8. Click Save template.

You can visit this article to learn more about recurring transactions: Create Templates for Recurring Transactions.

Also, I've added these articles as an additional reference in managing your recurring transactions:

• Check your scheduled transactions
• Edit a recurring template

Always feel free to swing by here if you have other questions about tracking your HOA-related transactions. I'm always here to help.

Greetings, @staci-gregg.

Have you tried following the steps I've shared? Were you able to create an annual type recurring transaction?

The Community and I are always here to help you achieve your goals. Feel free to drop your comments below if you have other questions or concerns. Wishing you continued success!