Per-Account Reminder Summary Page Item & Inactive Accounts showing in payee list on mobile

Richard Priest's Avatar

Richard Priest

14 Jun, 2020 12:21 PM


Apologies if the subject is confusing, but I have two requests at present;

- Per-Account Reminder Summary Page Item

The 'Reminders' item you are able to add to the summary page contains all upcoming reminders for that 30 days/etc. but I have several situations where external inbound payments are made to other accounts than my main one, and so the total inbound and outbound are not relevant to me. For instance; I have some investment accounts which have tax topup payments each month, but these are not for my bank account, but the investment one only.

I'd like the option to arrange the reminder's upcoming list on a per-account basis (i.e. Account 1 has xyz reminders with totals, Account 2 has abc reminders with totals) if possible.

- Inactive Accounts showing in payee list on mobile

On the Android mobile app when entering a new transaction, there Expense/Income list includes every item I've every entered, including a large number of inactive accounts and account IDs used when importing data to MoneyDance, which can take quite some time to scroll through along with the actual Expense/Income options, even though they are no longer relevant. Is it possible to remove these when they are marked as inactive, please?

  1. 1 Posted by Richard Priest on 14 Jun, 2020 12:23 PM

    Richard Priest's Avatar

    Oh, just to add in regards to the mobile app issue, the list of accounts the transaction is for has synced perfectly, showing only active ones, but the Expense/Income one is incorrectly showing them as options.

  2. System closed this discussion on 13 Sep, 2020 12:30 PM.

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