New Recurring Transaction

Go to the Schedule page and choose New Recurring Deposit from the menu.

This will bring up the New Recurring Deposit Dialog.

Complete the dialog with the appropriate transaction data. Don’t forget to set the frequency for this transaction and enter the date for the next occurrence.

Then click OK to save.

The recurring transaction will now be visible in the Schedule Page.

And if you go to the Dashboard, you will see the first scheduled occurrence of the transaction in the Upcoming Activity list.