Memorised Transaction List

Leeanne63
Leeanne63 Member Posts: 1 Novice Member Novice Member

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

Answers

  • Acctd4
    Acctd4 Accredited Partner Posts: 4,208 Reckon Accounts Hosted Elite Expert Reckon Accounts Hosted Expert

    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:

    image.png

    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 😊