General Reminders are text notes. They are designed to remind you of an event, a bill, or another financial event.

You can create a General Reminder by navigating to Tools > Reminders. 

Alternatively, select "Reminders" in the left sidebar.

To create a new reminder you can click on the appropriate date in the calendar.
You can also select the + (plus) button at the bottom of the screen, or choose "New General Reminder".


You can enter a description for the reminder, and text can be entered into the Memo field.

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.

If you leave the "Last Date" field blank, the reminder will continue indefinitely. 

Reminders can occur one time, or they can be repeated.

When you create a reminder, you'll see a "Repeat every..." option which offers a number of different date Tabs. The reminder will occur on all dates you specify in ANY and ALL tabs.
To edit a reminder double-click on the name of the reminder in the list on the right. 
Or highlight the reminder name and choose "Edit Reminder".

To delete a reminder, highlight the reminder name, then click the - (minus) sign at the bottom right of the page, or select the "Delete Reminder" button.