Knowledge Base - Help Center

How to Replicate a Transaction Using the Web App?

Updated on February 17, 2023

  1. From the Scenario page, locate the transaction that you want to replicate.
  2. Click the drop down menu next to the transaction and select replicate.
  3. Reminder: You can only edit transactions dated from the current month to the subsequent months. You cannot edit historical transactions.
  4. The Replicate Transaction window will appear.
  5. Edit the information as necessary.
  6. Click Submit.