Forum Message

Repeating Transactions

I have a number of annual repeating transactions. Both monthly and yearly. Some are for expenditure others are for income. The amounts have changed since I first set them up. How do I change the amount on future transactions? For example the payment made in Sept 2014 was


Posted by Ian M Butterfield on Jan 6, 2015 5:30 PM GMT

Hi Ian,

Solar Accounts uses the exiting transaction as a template for future transactions, so unfortunately you cannot change the amount of future repeating transactions. I recommend you wait until the next repeating transaction is due, create the transaction with the incorrect amount then edit it to be the correct amount.

We don't have a way to show future repeating transactions that have not yet been created. However, you can create them without having to wait for the due date as follows:
1) Close Solar Accounts;
2) Change the date on your computer to be one month in the future;
3) Open your Solar Accounts data file and let it create the repeating transactions;
4) Change the date on your computer to be correct

Regards,


Posted by Mark McLaren (Solar Accounts) on Jan 7, 2015 12:46 PM GMT