Transaction reminder - full balance of credit card account
HAFMAC
via web
I don't think this is possible, so if not, please add as a feature request. In quicken, you can create a transaction reminder that will be for the full balance of the credit card. The beauty of this is, is that the current month balance will be accurate for the cash going out soon and the future months will pick up all of the money totals of other transaction reminders scheduled to hit that credit card. For example, if my cell phone bill is automatically charged to a visa card (say $75.00) and I also incurred $300 of other charges this month using my visa, the scheduled transaction for the next pay cycle will be $375 (the amount of the balance of recorded charges in the visa account plus remaining scheduled transactions before the payment date). For months following this, it would show a payment of $75 (the scheduled charge of the mobile phone bill). This is most important to get an accurate cash forecast.
2 Posted by Randy on 05 Feb, 2010 03:22 PM
You can do something similar to this now, in MD.
There is an extension called "forecaster" available at:
http://code.google.com/p/moneydance-forecaster/
It will show future transactions and reminders in a graph predicting cash flow.
As soon as I know my future balance for a credit card balance, I go ahead and "commit" the reminder transaction, changing the reminder amount to the actual amount. It will show up in the register (yellow background so it stands out) at a future date.
The forecaster extension will use the amount of the future transaction for that month, and the amount of the reminders for all following months.
You can hover over the lines on the graph, and it will show exact amounts. Because it opens a separate window for the graphs, you can go to the register and update reminders and future transactions, and it will update the graph in real time.
Support Staff 3 Posted by Ben Spencer on 03 Mar, 2010 06:47 PM
There is already a feature request ticket for this feature in trac. Here is the ticket:
http://moneydance.com/trac/ticket/1770
If you register and log into trac you can vote on tickets.
Sincerely
Ben Spencer
4 Posted by Dan Williamson on 30 Dec, 2010 09:23 PM
I can't believe this is not already a feature! I could not figure out how to register for trac, so I could not vote. This is a very important feature to include.
Support Staff 5 Posted by Ben Spencer on 03 Jan, 2011 02:58 PM
We are no longer using the trac system in favour of a more integrated system. I have linked the ticket directly to this case such that your post counts as a vote for the ticket,
Sincerely
Ben Spencer
Moneydance Support
6 Posted by Kevin Stembridge on 26 Nov, 2011 11:05 PM
+1 Nice suggestion.
7 Posted by smeyer57 on 26 Mar, 2012 06:57 PM
+1