Edit or reschedule a recurring template

You can change anything about a recurring template (even its type) without affecting transactions created in the past. Your changes apply to real transactions that will be created in the future from the template.

1. Click the Gear icon > Recurring Transactions.
2. (Optional) To help you locate the template you want to edit, you can use Template Type, Transaction Type, or the search field to narrow down the templates shown on the list.
3. Select the template you want to edit.
4. Click Edit.
5. Make any changes or additions to the template.
6. Click Save Template.

If you just reschedule the template, remember to save the template also. Your changes aren't recorded until you click Save Template.