Quick Answer: Memorized Transactions

Memorized Transactions save recurring journal entry templates you schedule monthly or quarterly, or run on demand for allocations. Routine bookkeeping that used to take hours becomes a few clicks when rent, allocations, and standard accruals repeat every period.

Available on Plus, Pro, and Enterprise through fund accounting. Templates post through the same Journal Entries workflow auditors expect. The current Tools hub emphasizes operational tools; memorized transactions remain accessible for organizations that rely on scheduled entries.

Plus or above.

Memorized Transactions

Recurring journal templates with schedules or on-demand runs.

Use Cases

Monthly allocation entries
Recurring accruals and deferrals
Standard reclassification templates

Good to Know

Templates can include multiple lines for complex allocations. Scheduled templates run at the start of the period they are assigned—monthly templates post on the first day of the month, quarterly on the first day of the quarter. On-demand templates wait until you manually trigger them. Each posted memorized transaction creates a standard journal entry with full audit trail. If a template no longer applies, archive it instead of deleting so historical entries remain traceable.

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