Review the transactions that you added in this session that have already occurred. (Future investments or withdrawals will not appear in this box.)
Tip: If you find an error and you want to edit the transaction, follow these steps.
Click Exit. You will be returned to a blank Add/Edit Systematic Transactions box.
Click Close. You will be returned to the Systematic Investments spreadsheet.
Click on the name of the transaction you want to edit. The Add/Edit Systematic Transaction box will open.
Make the corrections to the transaction. Click Save. The Recorded Transaction box will appear again with your corrected transaction.