Transaction Reminders are transactions that appear on the calendar and Summary page according to a set schedule and can be recorded into your register directly.
You can create a Transaction Reminder by navigating to Tools > Reminders.
Or 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 Transaction Reminder".
When creating the reminder, the Description field is for your information and is used as the name of the reminder.
The "First Date" field is the first date the reminder will occur on.
The "Last Date" field 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.
At the bottom of the reminder window, you can enter the transaction details.
Select the appropriate Account for the transaction by clicking the up/down arrows on the left.
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).
Reminders can occur one time, or can be repeated.
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.
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.
If the Auto-Commit box is not checked, the transaction will not be applied to your register until/unless you manually apply the reminder.