Page Comparison

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1. 1. Recurring Transactions Link: Click here from a household's tracking tab to navigate to the Recurring Transactions Overview page.
   2. Set Up New Transaction Button: Click this button to open the New Recurring Transaction wizard.
   3. Currently Scheduled Transactions: Any transaction in this area are current and will continue to post at the set frequency until the due date, if provided.
   4. Expired Transactions: Transactions that appear here have reached their stop date, and will not longer post at the set frequency. 

Step-by-Step Guide to Setting Up a Recurring Transaction:

1. Navigate the to the household you wish to create a recurring transaction for.
2. Click on the "Tracking" tab.
3. Click the "Recurring Transactions" link. 
4. Click the "Set Up New Transaction" button.

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