Feature

June 25th, 2019

Easily duplicate transactions that are expected to repeat 💰💸

When you scroll through the transaction table and see a transaction that is expected to re-occur, you can simply duplicate it once or more. 

Scroll down and find a transaction that you would like to duplicate. Click on the ‘duplicate’ icon at the right side of the transaction:

Transaction table

After you click ‘duplicate’ the selected transaction will be copied to the ‘Add Projections’ popup, where you can edit and save it to your forecast:

Add projections popup

Also, you can duplicate all of them in bulk. Mark the checkboxes of the relevant transactions and click ‘duplicate’ at the top of the screen:

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

Screenshot of adding projections in bulk
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