Make an existing transaction a recurring transaction

Make an existing transaction a recurring transaction

1 Go to the Account Register containing the transaction you want to schedule (To specify that a transaction occurs with a regular frequency.).

How?

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Accounts.

2 At the top of the left pane, click the down-arrow

, and then click the account you want.

If you don't see the account you want, look for it under Other Open Accounts or Closed Accounts.

2 In the Account Register, right-click the transaction.

3 In the menu, click Add to Bills & Deposits and follow the instructions.

This adds a new recurring transaction (A payment, deposit, transfer, or investment purchase that is set up in Bills & Deposits to occur with a specific frequency. Upcoming instances of this transaction appear in the Pay Bills place.) to the Bills & Deposits place. When this transaction is next due you'll get a reminder on your Financial Home Page and in the Bill Reminder (A Money feature that gives you a message when a transaction you scheduled in Bills & Deposits is nearly due.) on the Windows taskbar (The bar (usually located the bottom of your screen) that contains the Windows Start button.).

How do I schedule a new recurring transaction?

How do I edit an existing transaction?

How do I edit a scheduled transaction?

Tell me more about Bills & Deposits.