Creating Memorized Transactions

 

In order to create a Memorized Transaction you need to start by creating the original transaction. This will then be used by the program to create the following (memorized) transactions. For our example we'll create a Memorized Transaction for a truck payment.

 

So our original transaction is -

 

and the Split section is -

Now that you have the original transaction to use for the pattern click on the MEMORIZE link and the memorize screen will come up -

The screen will be blank when you add your first Memorized Transaction. Click the Create New Transaction Link and the screen will load the account register. Find the transaction you want to add in the list and click the Memorize link.

 

The Add Memorize box will then appear at the bottom of the screen. You will finish setting up the Memorized Transaction in this box.

Fill in the Start Date and then select the time period from the Drop Down. For our example we want the transaction to come up on the 1st day of every month. So we'll select MONTH and then for Transaction On we'll enter 1 for the first day of the month. So on the day entered for Start Date the first notice will appear. The notice will then appear on each subsequent month 3 days before the due date. The notice will appears on the Income & Expense page in the Alerts section -

 

Be sure to set you due date far enough in advance to allow time for your payment to reach it's destination. Even electronic transfers can take 3 to 5 days to be credited and mail can take up to 10 days to be delivered, opened and credited to your account. Click the Transaction Due box and you'll get the Memorized Transaction window -