[ Previous Section ]     [ Next Section ]

Reminders and Scheduled Transactions

Transactions and notes can be easily scheduled to remind you when they are coming up or are past due using Moneydance "reminders." Examples of useful reminders include automatic loan payments, paychecks, rent, utility bills, etc.

There are two different types of reminders: General and Transaction reminders. General reminders are simply text notes that appear in the calendar and on the home page according to a set schedule. Transaction reminders are simply transactions that appear in the calendar and on the home page according to a set schedule.

To create, modify, or delete reminders, select the Tools->Reminders menu. A window will appear with a large calendar that shows the dates on which reminders are scheduled to occur. To create a new reminder, click on the New General Reminder or New Transaction Reminder button. This will display an editing window for the new reminder.

The reminder editing window appears slightly different depending on the type of reminder being edited. The general reminder editing window has a large text field where a note can be entered as well as a scheduling panel. The transaction reminder has the same scheduling panel, as well as a transaction entry panel.

The scheduling panel is where you can enter the date of the reminder, as well as any additional scheduling information. There are separate sections to the scheduling panel that correspond to how the reminder will be scheduled: daily, weekly, monthly, annually, etc. The reminder will occur on all dates and schedules specified. For example, if you select every Friday under the Weekly tab as well as every 20th under the Monthly tab, then the reminder will occur on both the 20th of every month as well as every Friday.

Upcoming and overdue reminders will appear on the home page. To view a reminder from the home page, simply click on it. Upon clicking on a reminder from the home page, you will have the choice to acknowledge or defer the reminder. Deferring a reminder avoids performing any action at the current time, and leaves the reminder in the overdue or upcoming list.