To see how the transaction will affect your financial records
To record the transaction
To store the transaction as a recurring Receive Money template
To see how the transaction will affect your financial records
Choose Recap Transaction from the Edit menu.
Click Record.
To store the transaction as a recurring Receive Money template
If you haven't already read the Receive Money Overview, see Creating recurring Receive Money templates for more information.
See To use a recurring Receive Money template for detailed information about performing more tasks with recurring Receive Money templates.