Yes, this is done from either the My Bills or My Income pages. If you click on the name of the Bill, you should see a checkbox near the bottom titled "Auto Record Transaction". Then make sure your category dropdown which is the tie to your budget is selected. A new transaction will then be created for you automatically on the date due and apply this transaction to your Budget. For the auto record feature, it only applies to Bills or Income items.
01/18/2009 10:59:18
James
User
Auto Transactions
I have subscribed. I am new. I saw a help note about auto transactions. Where do I do that? I want the checking account to deduct budget items weekly and the budget to show each item paid weekly, so I would like to set up the transactions to occur weekly, thus taking money from the checking to store for future payments like yearly taxes, or car tags, etc. But I do not want to enter all those transactions every week - can't the transactions be entered automatically on a regular schedule?
