CashManager Help File
From the grid on the Recurring Transaction window, highlight the recurring transaction you wish to delete and click Delete.
Processing Recurring Transactions
See also Editing recurring transactions
If you have asked
CashManager to scan the file of recurring transactions every time it is launched (see
Setup options), you will be alerted whenever there are any transactions that are due to be processed.
You can also manually ask that the file be scanned at any time by selecting Process
Recurring Transactions from the Transactions menu.
When you run this process, each transaction that is due will be displayed, and you have the choice of Editing, Processing or Skipping.
Once the transaction has been processed or otherwise dealt with, the next transaction that is due will be displayed, and the process starts again.
When all due recurring transactions have been processed, the window will close.
Budgets
(This feature is not available in CashManager Lite.)
CashManager gives you the power to enter monthly budget amounts, for the current year and next year, for every account code in your chart of accounts. This is done under Budgets located on the Transactions menu.
First, choose whether you want to work on this year's budget or next year's budget.
A list of your chart of accounts appears on the left side of the Budget window. Once you have selected the appropriate account, you are able to record the monthly budget values in one of four ways:
•
Annual amount - enter an amount, choose a rounding basis and click Update (this will divide the amount by 12, round it as specified and update the twelve monthly values);
•
Percentage increase – enter a percentage that you want to increase the existing budget amounts by. Existing budget amounts can be decreased by entering a negative percentage.
•
Monthly amount - enter an amount, and click Update (update the twelve monthly values); or
•
Enter/edit amounts directly - enter the appropriate values in to the 12 monthly boxes.
Note that once you have used either of the first three methods to update the budgets, you can still use the fourth method to edit it.
Remember that outflows (i.e. expenses) should be entered as negatives (precede the amount with a minus sign).
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