Memorized Transactions

The Truckers Helper provides the capability to memorize transactions by automating monthly payments such as loan payments.

To Create Memorized Transactions Or Setup Recurring Transaction:

1. Display the Income & Expenses window as outlined in About Income and Expenses.

2. Create a master loan payment transaction.

3. Click the Setup button located on the Income & Expenses toolbar. From the Setup pulldown menu choose Memorize. The Memorized Transactions dialog box is displayed.

4. Click the Create New Transaction button. A list of all transactions stored in your database is displayed.

5. Enter the Transaction Number of the master loan payment transaction.

6. From the On pulldown list enter the Transaction Date/Day of the week.

7. From the Of Every pulldown list choose the time period.

• Month

• 2 Months

• Week

• 2 Weeks

• Year

8. Enter the Starting date (mm/dd) you want this transaction to occur next.

9. Enter the Transaction Name.

10. Click the Finished button. The Verify dialog box is displayed with the starting date.

11. Click Yes if the date is correct. Click No to cancel the operation.

12. The Transaction Added dialog box is displayed.

13. Click OK. The Memorized Transaction is displayed in the Memorized Transaction dialog box.

14. Select the Loan check box located on the Memorized Transaction dialog box to identify the transaction as a loan.

Note: The Principle Amount and Interest Amount are calculated when making the transaction.

15. Click OK located on the Memorized Transaction dialog box.

Note: It is important that you view the Memorized Transaction Tutor from the Income & Expenses window to thoroughly understand how this feature works.