How do Recurring Transactions work?
2. Select desired recurring frequency for the Repeat field and set the appropriate End Date. If this initial transaction has been paid, select ‘Yes’ to ‘Mark This Transaction As Paid’. (Why?)
3. All scheduled Recurring Transactions are then added to your transaction list based on the Transaction Date, End Date, and Repeat Frequency. The initial transaction as well as any payments occurred in the past in this series will be automatically marked as ‘Paid’.
4. For scheduled recurring transactions in the future, you can change each month’s transaction to ‘Paid’ as you go along. Only ‘Paid’ transactions are included in your Reports and other key stats/charts.
5. To change the End Date of a series, you would need to change the initial recurring transaction’s settings.