Memorised Transaction List

Leeanne63

Can you add a new transaction to an existing saved memorised transaction group or only delete from it. If so how do you do it. Thank you

Acctd4

Hi Leanne63

Yes! With the transaction you want to Memorise open, click on Edit (along top toolbar) > Memorise ...

Click on With Transactions in Group & select the applicable Group Name from the dropdown:

You can also move or delete a Memorised Transaction from the Memorised Transaction List itself:

To delete an entry, select it then either press Ctrl + Delete on your keyboard or click on Edit (along the top toolbar> > Delete Memorised Transaction

You can move a Memorised Transaction into or out of a Group by hovering over the diamond to the left of the entry name. Once your mouse cursor changes to a cross symbol, simply click & drag the entry to where you want it to be 😊