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Replying to:
MirriamM
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The Skip option for recurring transactions is only available for Scheduled templates, johnmcpa.

 

For Reminder transactions, you can select Use, Duplicate, or Delete from the dropdown menu in the Action column. For Unscheduled transactions, the options are Use, Edit, Duplicate, and Delete.

 

If you're dealing with a Scheduled type, the available options are:

 

  • Edit
  • Use
  • Duplicate
  • Pause
  • Skip Next Date
  • Delete

 

If you need to modify a recurring template, please refer to this article for guidance: Edit a recurring template.

 

Feel free to reach out if you have any further questions.

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