Name column

This column displays the descriptions you gave to the recurring transactions in the list. Click the zoom arrow next to a transaction name to open the window in which the transaction was originally created.

Overdue column

This column displays the number of days the current date is past the scheduled date. Overdue days are displayed as negative numbers.

Frequency column

This column displays the frequency by which each transaction on the list should be recorded. You designated this frequency in the Save Recurring Template window.

Last Posted column

This column displays the last date each transaction in the list was recorded.

Next Due column

This column displays the dates each transaction in the list is due. The due date is calculated by adding the number of days between occurrences of the transaction to the last day the transaction was previously recorded.

Checkbox (Record) column

If you wish to record any recurring transactions in the list, click this column for those transactions, then click the Record button at the bottom of the window.

Click the gray box at the top of this column to mark all the transactions in the list. Click again to clear all marks from the Print column.

Print button

Click this button to print the To Do List - Recurring Transactions report.

Record button

Click this button after marking the action column of one or more transactions in the list to record the transactions.

Close button

Click this button to leave this window.