Scheduled Investment transactions are used for recurring activities like paychecks or mortgage payments. You can create new scheduled transactions by clicking on the Manage a Scheduled Investment Transactions link on the left side of the screen or selecting View Scheduled Investment Transactions from the Manage menu. Scheduled investment transactions can also be created from existing investment transactions that were manually entered by right-clicking on the investment transactions and selecting Make a Scheduled Investment Transaction from the context menu. This last option will take you directly to the Add/Edit Scheduled Investment Transaction dialog, bypassing the Scheduled Investment Transactions list described here.

Add

Click the Add button to open the Add/Edit Scheduled Investment Transaction dialog, which allows you to create a new scheduled investment transaction.

Delete

Click the Delete button to delete the selected scheduled investment transaction(s).

Edit

Click the Edit button to edit the selected scheduled investment transactions.

Only show overdue transactions

Check this box, located under the bottom left of the list, to only show investment transactions that are past the due date and need attention.

Skip Transaction

Click the Skip Transaction button, located under the bottom right of the list, to advance the selected scheduled investment transactions that are due to their next scheduled date without posting a transaction.

Post Transaction

Click the Post Transaction button, located under the bottom right of the list, to create a new transaction from a selected scheduled investment transactions that is due or past due.

Show old schedules

Use the Show old schedules option to show scheduled investment transactions that have expired.