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.