Memorized Transactions

Eliminate Repetitive Data Entry

Every business has transactions that follow the same pattern month after month - the lease payment, the insurance premium, the standing payroll journal entry. Memorized transactions capture these patterns so you never have to rebuild them from scratch.

Record the entry a single time, save it as a template, and retrieve it whenever the need arises. Update the date, tweak the dollar amount if necessary, and post. The entire process takes seconds instead of minutes.

Instant Retrieval

Choose from your saved templates and watch every field fill in automatically - accounts, amounts, descriptions, all of it.

Modify Before Posting

Every recalled template is fully editable. Adjust amounts, swap accounts, or update dates before you commit the entry.

Categorized Organization

Sort your templates into logical groups - Bills, Journal Entries, Transfers, and more - for quick navigation.

No Template Cap

Store as many memorized transactions as your workflow demands. There is no ceiling on the number of templates you can create.

Ideal Use Cases

Fixed Monthly Obligations: Lease payments, utility charges, software subscriptions, insurance costs
Payroll Journal Entries: Weekly, bi-weekly, or semi-monthly payroll postings
Period-End Adjustments: Depreciation schedules, accrual reversals, amortization of prepaid expenses
Account Transfers: Routine fund movements between bank or internal accounts
Multi-Line Entries: Detailed journal entries with several account splits that repeat on a regular basis
Retainer Invoices: Standardized invoices sent to clients on ongoing service agreements

Getting Started

Step 1: Enter any transaction - an invoice, bill, journal entry, or transfer
Step 2: Hit "Memorize" and assign a descriptive name
Step 3: When you need it again, select "Use Memorized" and pick your template
Step 4: Make any necessary adjustments and post

Memorized vs. Recurring

Memorized transactions are on-demand templates that you invoke manually. If you need entries generated on an automatic schedule, explore Recurring Billing instead.

Memorized: You control when the template is used
Recurring: Entries are created automatically based on a defined schedule