Automatic entry

Jack Eppert's Avatar

Jack Eppert

21 Sep, 2024 07:45 PM

Hello, I have a monthly car payment and mortgage payment, like most people, that I manually enter every month. The amount seldom if ever changes from month to month. Is there a way in Mondydance to automate this posting each month? Not that it is a big deal to do it but automation makes it pretty fool proof.
Thanks, Jack

  1. 1 Posted by mhoggie on 21 Sep, 2024 08:14 PM

    mhoggie's Avatar

    just a user,

    All you need to do is to create both loans in MD and that process with allow you to set up a reminder which can auto debit your checking as needed

  2. 2 Posted by jack.eppert on 21 Sep, 2024 08:19 PM

    jack.eppert's Avatar

    Wow, thanks for the immediate response and for the direction. I will spend
    a little time playing with this and see how I do.

    Jack

  3. 3 Posted by derekkent23 on 22 Sep, 2024 07:06 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Jack

    Take a look at Reminders, see https://infinitekind.tenderapp.com/kb/reminders-2

    Hope this helps.

  4. 4 Posted by jack.eppert on 25 Sep, 2024 10:57 PM

    jack.eppert's Avatar

    Thanks for taking the time to respond. That is a very helpful link you
    shared.

                  Jack

  5. Maddy closed this discussion on 02 Oct, 2024 06:22 PM.

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