MoneyLine allows you to schedule recurring investment transactions, such as a paycheck or mortgage.To create a new scheduled investment transaction, either right - click on a transaction from the transactions list in the main window and select Make a Scheduled Investment Transaction.To edit an existing scheduled investment transaction, select View Scheduled Investment Transactions from the Manage menu, select a transaction and click the Edit button on the toolbar.


Select the account this investment scheduled transaction should be applied to.

Action Type:

Select the type of action entered.

No.of Shares:

Enter the no. of shares for this investment scheduled transaction.

Price Paid:

Enter the price paid per share for this investment scheduled transaction.


Enter the commission for this investment scheduled transaction.

Total Cost:

Enter the cost for this investment scheduled transaction.


Select or type in the name of the party to whom the transaction is credited.

Next Date:

Select the next date this transaction should occur.

End Date:

Select when this scheduled transaction should end.

No end date

Check this if the scheduled transaction should occur indefinitely.



Select this to choose an interval period for the transactions to occur.

Occurs once a month on

Select this to choose a specific day of the month for transactions to occur, then choose the day of the month from the drop menu.

Remind me before this transaction occurs

Select this to receive an alert that a transaction is about to occur.