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Home » Easily duplicate transactions that are expected to repeat
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Easily duplicate transactions that are expected to repeat

July 28, 2024No Comments1 Min Read
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If you come across a transaction in the table that you know will happen again, you can easily duplicate it once or multiple times.

Simply scroll down to find the transaction you want to duplicate, then click on the ‘duplicate’ icon on the right side of the transaction:

Once you click ‘duplicate’, the selected transaction will be copied to the ‘Add Projections’ popup, where you can make any necessary edits and save it to your forecast:

In addition, you have the option to duplicate multiple transactions at once. Check the boxes next to the transactions you want to duplicate, then click ‘duplicate’ at the top of the screen:

Just like with a single transaction, all 4 transactions will be copied to the ‘Add Projections’ popup, giving you the opportunity to edit and save them to your forecast:

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