Copy a spend or receive money transaction

Here's how to copy a spend or receive money transaction that you've entered that's not a prepayment or overpayment.

  1. Go to Accounts, then click Bank Accounts.
  2. Click the bank account name.
  3. Find or search for the transaction you want to copy.
  4. Click on the transaction to see the details.
  5. Click Options, then select Copy.

    Image showing the edit option in a spend money transaction.

  6. Edit the fields as required, then click Save.