You can use the Moneydance “Reminder” function to schedule reminder notes or transactions in advance.
To access your reminders, navigate to Tools > Reminders.
Alternatively, select "Reminders" in the left sidebar to open the Reminder Calendar.
There are two types of reminder available for use with Moneydance -
General Reminders -
Text notes that appear on the Calendar and on the Summary page according to a set schedule.
Transaction Reminders -
Transactions that appear on the Calendar and Summary page according to a set schedule, and can be recorded into your account register directly.
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 that display reminders that have not yet been recorded or acknowledged are highlighted in yellow.