Creating a Spend Money transaction
Step 4: Choose what you want to do with the transaction

Step 1 > 2 > 3 > 4


To see how the transaction will affect your financial records
To print and record a cheque

To record the transaction

To store the Spend Money transaction as a recurring template

If you haven't already read the Spend Money Overview, see Spend Money window details for more information.

To see how the transaction will affect your financial records

The Spend Money window should be displayed.

Choose Recap Transaction from the Edit menu.

To print and record a cheque

The Spend Money window should be displayed.

  1. Load the cheque form in your printer, if you haven't already done so.
  2. Click the Print button in the Spend Money window.

  1. Click OK to begin the printing process.

To record the transaction

To record the transaction without printing it, click the Record button.

See To print a single cheque for information about printing a cheque after you've recorded it; see To print cheques for information about printing a batch of cheques after you've recorded them.

To store the Spend Money transaction as a recurring template

The Spend Money window should be displayed.

  1. Click the Save Recurring button to open the Save Recurring Template window.
  2. Enter the necessary information about the transaction in this window.
  3. Click Record Template to close the Save Recurring Template window.
  4. If you want to record the transaction as an actual transaction now, click the Record button in the Spend Money window. If you don't want to record the transaction at this time, click the Cancel button.

See also

To create a recurring Spend Money template