Creating /Editing memorized transactions

it's possible to create/edit memorized transaction both ways:

1.  Go to the Lists -> Memorized Transactions -> New/Edit

2. Memorize transaction from the registry. Read more

The create transaction view will be open. This view is like the Create usual transaction except some fields like data  is missing.

There are tow tabs that you may fill in .All information you enter here will appears the usual transaction when you choose to create transaction from the memorized.

Tab 1 - General

Account: Enter the account field to choose the account; By default the account set as preferred is chosen.

Payer/Payee: The name of the Payee or Payer.

Amount: The amount of the transaction. The amount is recorded in the currency set for this account. You can set different currencies for different accounts.

Please note that if you create the payment you should not put the minus before amount, just enter the sum of transaction.

Currency: Choose the currency for this transaction. By default there is a currency of the account but you can change it. The application supports multi-currency transactions, so you can choose the currency different from he account's currency and the transactions amount will be re-calculated according tot he currency exchange rate that you specified in the Lists. ( more about Multi-currency transactions)

Category: You may enter a Category (e.g., Car, Restaurant, Groceries, Gifts, Salary etc.) in the Category field. By clicking to the category field the list of pre-defined categories will be open. Choose the need one and click Back.

From this view you can create the new category, edit or delete existed one.  ( more about categories)

It's possible to add multiple categories to the transactions using the Split categories. ( more about Splitting transaction categories)

Tab 2 - Extended tab

Ref: transaction reference number, Choose one from the the predefined types - EFT (electronic fund transfer ), Check, ATM, TXFR ( transfer), Dep ( deposit)  or create a new one.

Class: You may specify the class for the transaction ( e.g. Personal, Business, etc). it's needed for deeper transaction analysis and further reporting. You may choose class from the drop-down list of memorized classes or create a new one. Flying Money Manager has predefined classes which you can modify.

Note: Enter a memo, or note to describe the transaction in more details.

When you enter all information for the transaction click Ok or Back.