Archive - Getting Started - General and Transaction Reminders

This is an archived document. Please refer to the more recent knowledge base articles on this page

What are reminders?

You can use the Moneydance “Reminder” function to schedule reminder notes or transactions in advance. Click on Reminders in the Moneydance sidebar to open the Reminder Calendar. Or navigate to Tools --> Reminders.

Existing reminders are listed in alphabetical order to the right of the calendar. All reminders are also listed in the calendar on the date(s) they are scheduled to occur. Dates in the calendar which have reminders that have not yet been recorded or acknowledged are highlighted in yellow.

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What's the difference between the types of reminders?

There are two types of reminder available for use within Moneydance, general and transaction -

  • General Reminders are text notes that appear in the Calendar and on the Home Page according to a set schedule.

  • Transaction Reminders are transactions that appear on the calendar and Home Page according to a set schedule, and can be recorded into your register directly.

How can I create a Transaction reminder?

First, bring up the Reminder calendar by clicking on Reminders in the Moneydance Sidebar (or by going to the Tools→Reminders menu item). To create a new reminder click on the appropriate date in the calendar, or on the + (plus) button at the bottom right of the page.

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The Reminder Description field is for your information, and is used in the reminder list to the right of the reminder calendar. The First Date is the first date the reminder will occur on, the Last Date is the last date the reminder will occur and is an optional field.

Reminders can occur one time, or can be Repeated. Reminder can be applied manually or auto-committed. You can read more about this further into the article.

Select the appropriate Account by clicking the up/down arrows. Enter a Description, Category (or multiple categories using a split transaction), and Payment/Deposit amount. You may also choose to enter a Check #, Memo, or Tag(s).

How can I create a General reminder?

You can create a general reminder in the same way - by clicking on Reminders in the Moneydance Sidebar (or by going to the Tools→Reminders menu item). To create a new reminder click on the appropriate date in the calendar, or on the + (plus) button at the bottom right of the page.

gen_reminder.png

General Reminders are text notes, they are designed to remind you of an event, bill, or other financial event. Reminders can occur one time, or can be Repeated. The First Date is the first date the reminder will occur on, the Last Date is the last date the reminder will occur and is an optional field.

How can I edit or delete a reminder?

To delete a reminder click once on the reminder in the right panel of the reminder calendar, then click the - (minus) sign at the bottom right of the page.

To edit a reminder double-click on the name of the reminder in the right panel.

How can I repeat a reminder?

When you create a reminder, you'll see a 'Repeat every...' option which offers a number of different date “tabs”. A reminder will occur on all dates you specify in ANY and ALL tabs.

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Daily- Repeat the transaction every X number of days. This can be any number from 1 to 100,000. Example - If you are paid bi-weekly you could set a reminder to repeat every 14 days. If there is a payment which needs to be made every 2 years, you could set it to repeat every 730 days.

Weekly- Repeat the transaction on every First, Second, Third, Fourth, Fifth, or Last Monday, Tuesday, etc of the Month. Example -a transaction could be repeated on the second and fourth Tuesday and Thursday of the Month.

Monthly- Repeat the transaction on specified days of Every, Every Other, Every Third, Every Fourth, or Every Sixth month. Example - a transaction could repeat on the 1st and 15th day of every third month.

Annually- Repeat the transaction on the same day, once each year.

How do I 'auto-commit' transaction reminders into the register?

When creating a Transaction Reminder selecting “Auto-Commit” will enter the transaction in the appropriate account register a set number of days before the transaction is scheduled. Selecting “0” in the “Days Before Scheduled” field will apply the transaction to your account on the day it is scheduled.

auto_commit.png

If the Auto-Commit box is not checked when you create your Transaction Reminder, the transaction will not be applied to your register until/unless you manually apply the reminder.

How do I manually apply a reminder?

Click on Reminders in the Moneydance sidebar to open the Reminder Calendar. Existing reminders are listed in alphabetical order to the right of the calendar. All reminders are also listed in the calendar on the date(s) they are scheduled to occur. Dates in the calendar which have reminders that have not yet been recorded or acknowledged are highlighted in yellow.

Click on a reminder to choose from the following options:

  • Skip - Skips only this instance of a recurring reminder.
  • Send Online Payment -Opens the Online Bill Payment interface. This option is only available if you have already set up online bill payment with your bank through Moneydance.
  • Defer - Performs no action. Leaves the reminder in the overdue or upcoming list.
  • Record - Enters the transaction into your register.
  • Acknowledge - Removes the General Reminder from your Summary.

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