Export reminders information

tonyt's Avatar

tonyt

16 May, 2018 04:57 PM

Hi
I am using a Mac and latest MD 2017.
Is there ANY way to export some reminder info into a spreadsheet so I can create a list of all standing orders and direct debits, showing amount, due date, frequency and payments remaining / until further notice?
I know about Money Foresight but it shows repeats of all occurences of the above!
Thanks... but I doubt it!

  1. 1 Posted by -Kevin N. on 16 May, 2018 06:58 PM

    -Kevin N.'s Avatar

    Hi tonyt,

    Have you tried the Export to CSV file option in Money Foresight?

    Money Foresight menu bar > File > Export to CSV...

    -Kevin N. (not a member of MD support)

  2. 2 Posted by tonyt on 17 May, 2018 05:55 PM

    tonyt's Avatar

    Hi Kevin
    I have, but it seems to give me many of the same direct debit for example, all I want is a list with the details of each one just once. I guess I could go through a spreadsheet and delete all the duplicates, but what an inelegant solution!
    Unless I have missed something?
    Cheers....

  3. 3 Posted by -Kevin N. on 17 May, 2018 06:43 PM

    -Kevin N.'s Avatar

    Hi tonyt,

    Hmm, when I export to CSV, it provides my list of 42 reminders without duplicates. I thought I was being elegant. :)

    -Kevin N. (not a member of MD support)

  4. 4 Posted by tonyt on 18 May, 2018 05:28 AM

    tonyt's Avatar

    I guess I am doing something wrong, can you give steps?
    Cheers...

    On Thursday 17/05/2018 at 7:44 pm, -Kevin N. wrote:

  5. 5 Posted by -Kevin N. on 18 May, 2018 12:53 PM

    -Kevin N.'s Avatar

    Hi tonyt,

    Tinkering around with this a little, I see now what I did to obtain my list of Reminders...

    From the Moneydance menu bar, go to Extensions > Money Foresight Forecast.

    From the Money Foresight menu bar, go to View > Reminder Summary.

    What's not readily apparent at this point is that you can highlight the Reminder Summary data, then use key-combo CTRL-C to Copy it, then Paste it into your spreadsheet.

    For me, it doesn't Paste cleanly, I needed to expand the width of all of the columns, then auto-fit them. I could then auto-fit the row height.

    There is some extraneous text in the 'Initial Date' & 'Last Date' columns that needs deletion.
    [Edit] Use your spreadsheet's 'Replace' feature.

    Finally, the monetary values need to be formatted.

    -Kevin N. (not a member of MD support)

  6. System closed this discussion on 17 Aug, 2018 01:00 PM.

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