Monthly transactions

Bert Rosado's Avatar

Bert Rosado

26 Mar, 2020 11:58 AM

From the home page it says that you can pull up reminders. Looking to dump Quicken 2013, any reminders I set on Money Bank, is there a way to have the program enter them say 2-3 days before due date? This avoids having to click to "add" to the register.

  1. Support Staff 1 Posted by Ethan on 26 Mar, 2020 03:36 PM

    Ethan's Avatar

    Hello,

    Yes, when creating a transaction reminder, check the “Auto-commit ## days before scheduled" option, and the transaction will appear in your register at that time.

    Details on setting up these kinds of reminders with screenshots can be found at: https://infinitekind.tenderapp.com/kb/reminders-2/transaction-remin...

    Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  2. Ethan closed this discussion on 26 Mar, 2020 03:36 PM.

  3. Bert Rosado re-opened this discussion on 26 Mar, 2020 04:20 PM

  4. 2 Posted by Bert Rosado on 26 Mar, 2020 04:20 PM

    Bert Rosado's Avatar

    awesome!

    Bert Rosado, MD

  5. Ethan closed this discussion on 26 Mar, 2020 04:25 PM.

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