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Delete a Memorized Transaction

If you no longer need a memorized transaction, one was entered in error, or you receive an error when trying to delete an account that has a memorized transaction attached, you can delete the memorized transaction.

  1. Under Manage Records, select the Transactions tab.
  2. In the drop-down list, select General Ledger Transactions and click Go .
  3. Click Add/Edit Transactions.
  4. Click Memorized.
  5. Use the Schedule Options (Frequency Filter, Memorized, Scheduled, and All) to locate your transactions in the grid.
  6. Select the transaction you want to delete, then click Delete.
  7. When the confirmation message displays, click Yes.