Stuck on Schedule a Transaction Step in the "Get Started" Steps.

For the past couple of days, I have been trying to finish the "get started" guide. Everything has worked well, except "Schedule a Transcation."

I have gone through the following steps.

  1. Click Start on Schedule a transaction step at top of screen.
  2. Follow the guide by clicking add transaction
  3. Select the date and repeating (never in this case)
  4. Click Next, and create a new payee for this transaction.
  5. Select Utilities for category
  6. Enter the outflow amount
  7. Click Save

At this point, the transaction disappears, the screen is completely grayed out except the top section, and my only option is to hit cancel on the "Get Started" ribbon.

Any help would be much appreciated!

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  • Immediately found the answer to my problem. The solution was to not use the guide feature at the top, but instead add a transaction without the helper.

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  • 4 mths agoLast active
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