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how to edit amounts on transaction reminders?

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Glen

30 Sep, 2024 02:56 PM

Specifically, a monthly mortgage payment, The Escrow amount needs to be updated in the reminder. Looks like one can change every field except the amounts. How does one make this change?

1. Support Staff 1 Posted by Maddy on 30 Sep, 2024 03:33 PM

   

   Hi Glen,
   Thank you for contacting Moneydance support.

   You should click on your loan account from the left Side Bar and navigate to Account->Edit Account. Adjust the Escrow there. The next payment reminder should then reflect the proper amount.

   In conclusion, if you have a loan account in Moneydance, Splits of payments are only handled automatically if a reminder is created within the loan account. Moneydance cannot perform any calculations if you are just entering a transfer transaction in a bank account by entering the loan account as the category.

   Lastly, could you select your loan account in the left side bar and navigate to Account->Edit? You should ensure the balance adjustment field is 0.

   I hope this information is helpful. Please let us know if you have further questions or need more assistance.

   --
   Maddy, Infinite Kind Support

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2. 2 Posted by Glen Foster on 30 Sep, 2024 03:49 PM

   

   Thank you Maddy. I never let MD calculate the load principal/interest
   amounts, because it has gotten it wrong too many times. It does seem like
   one should be able to adjust amounts in the Reminders->Edit screen.

   On Mon, Sep 30, 2024 at 11:33 AM Maddy <[email blocked]>
   wrote:

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3. 3 Posted by dwg on 30 Sep, 2024 09:54 PM

   

   A transaction reminder for a loan account is not a standard sort of reminder, it is a very specific type that only works with loan accounts, hence it can only be access via the loan account itself.

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4. System closed this discussion on 30 Dec, 2024 10:00 PM.