Modifying All Upcoming Occurrences

When a recurring transaction is already in place, you can modify the amount and description for all the remaining occurrences of the series. Here is how to do that:

Go to the Account Overview page

While it can be done from other screens in WiseCash, editing the data from the Account Overview page makes it easier to verify what you are doing:

Select the first occurrence to be modified

In the transactions list, click the edit icon on the first occurrence that you want to modify:

That first occurrence now appears in blue:

Modify the series information

First edit your data (do not save yet):

To visualize impacted transactions, hover the Save with future occurrences button. The impacted transactions will be marked in blue:

Once done, click on Save with future occurrences and your changes will be persisted.