Reminders

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Jack

14 Jul, 2020 11:41 PM

I had an issue with transaction reminders entered into the register but not being sent. What good is it in the register if it does not send it through online bill pay. How is this accomplished?
Otherwise why do I need it entered if I can just make a reminder myself and then initiate a manual online payment.
Quicken always did 5his. What am 8 missing here?

  1. 1 Posted by jeff_l on 15 Jul, 2020 07:35 AM

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    Instructions on how to set this up are available in the Knowledge Base at the link below:-

    https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/o...

  2. Support Staff 2 Posted by Maddy on 15 Jul, 2020 10:30 AM

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    Hi Jack,
    Thank you for contacting Moneydance support.

    When creating a Transaction Reminder selecting “Auto-Commit” will enter the transaction in the appropriate account register a set number of days before the transaction is scheduled.

    If the Auto-Commit box is not checked when you create your Transaction Reminder, the transaction will not be applied to your register until/unless you manually apply the reminder, as outlined here

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

    --
    Maddy, Infinite Kind Support

  3. 3 Posted by TEITEL on 15 Jul, 2020 07:29 PM

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    You never really answer the question. Once it is in the register, then what?
    If I then have to send the online payment I might as well just use a general reminder.
    What is the point of having it in the register. I have not seen a way to send online from the register

  4. 4 Posted by TEITEL on 15 Jul, 2020 07:39 PM

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    I already did this a long time ago. My question is when it is entered in the register from a reminder, what happens next. How does it go from in the register to creating an online payment. If I have to do it manually, what is the point of a transaction reminder.

  5. 5 Posted by TEITEL on 16 Jul, 2020 04:26 PM

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    I have to tell you, I think your program stinks and doesn't hold a candle to Quicken.
    In addition the fact that you do not have phone support really stinks.
    I will not be a user of your product in the future.

  6. 6 Posted by sth on 17 Jul, 2020 12:13 AM

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    The point of a transaction reminder is to put it in the register. I do not think that Reminders ever had an auto-pay option. If you like Q better great, YMMV. I have a lot of issues with Q so I find MD preferable. But as we say, it takes all kinds to fill the freeway.

  7. Support Staff 7 Posted by Ethan on 17 Jul, 2020 02:31 PM

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    Hello,

    Moneydance does not automatically initiate bill pay transactions. However, when creating your transaction reminder (https://infinitekind.tenderapp.com/kb/reminders-2/transaction-remin...), you can choose not to auto-commit it to the register. This will keep it as a transaction you have to choose to apply from your Summary screen. You can then choose to Send Online Payment at the same time you choose to apply that transaction to your register (https://infinitekind.tenderapp.com/kb/reminders-2/applying-reminders).

    As we're a small company, we are unable to provide phone support, unless we were to significantly increase our products' price. I'd be happy to continue to offer support via this method, but I understand if you've already decided that Moneydance does not meet your needs.

    Ethan
    Infinite Kind Support

  8. 8 Posted by TEITEL on 17 Jul, 2020 04:57 PM

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    I'm going to do it from my online bank program that is a lot less aggravation. My only point of frustration was when it was sitting in my register, I did not do anything thinking the download function would upload the payment online.
    WHAT IS FRUSTRATING IS THE TRANSACTION THAT SITS IN THE REGISTER FROM A REMINDER CANNOT BE RIGHT CLICKED, LEFT CLICKED OR ANY OTHER CLICK TO THEN INITIATE THE PAYMENT. IT IS AS IF IT WAS NOT IN THE REGISTER AND I WOULD HAVE TO INITIATE A NEW ONLINE PAYMENT. SO I DIDN'T SEE THE ADVANTAGE OF HAVING IT SIT IN THE REGISTER.

  9. 9 Posted by sth on 17 Jul, 2020 05:39 PM

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    It is like any other transaction in the register. It has the same functionality as if you entered it by hand. A register is a record of transactions and not every entry in the register is auto pay. I do not use Bill Pay, but I do have several items that auto-commit. I do not see this as a flaw. I understand your frustration in that the program does not behave the way you want it to, but a lot of us probably do not want it to work your way despite capitalization. Many many folks use registers without Online payments.
    (NOT IK Support)

  10. 10 Posted by TEITEL on 17 Jul, 2020 06:23 PM

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    If that was the case which is the way I will probably go, is to use my discontinued Quicken 2007 as an electronic register and the bank website as an online payment tool. Then I really don't see the advantage of Money Dance as it's functionality is limited in this respect compared to Quicken. For example, in your program you cannot do a split transaction upon entering an online Bill Pay. It has to be modified after it is in the register. You can only pick 1 category for each online payment.

  11. 11 Posted by TEITEL on 17 Jul, 2020 06:30 PM

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    Also what my point is even if I accept your explanation, is the register entry should allow an option to create an online payment from the entry regardless if it does not do it automatically. In Quicken I could enter an option "send" where the check number field is and then send the online payment. I didn't have to create another new online payment. In addition your options upon downloading transactions that match giving options to"merge" or "accept' are very awkward. It should find the match and auto accept or not. Money Dance for Quicken users is very unfriendly. For new users it doesn't make a diffference.

  12. 12 Posted by avp2 on 17 Jul, 2020 07:49 PM

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    One reason for using the Reminder Transaction, vs General Reminder, is to be able to "split" a deposit (say a salary check) to many categories upon merge.

    I was a Quicken user for many years and moved to MD in late 2008. There are a few features of Q which are not in MD, but also vice versa. So far, I have found MD to be much better for my use overall.

  13. 13 Posted by Jack Teitel on 17 Jul, 2020 09:15 PM

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    That’s the only thing I see transaction reminder to well. Split my paycheck properly in the register.

  14. 14 Posted by avp2 on 17 Jul, 2020 11:23 PM

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    It may be small, but I like the feature. There may well be others that have another use for it too. Also works nice for automated bank payments (made outside of MD).

    Al Pawlowski

  15. 15 Posted by wa1oui on 21 Jul, 2020 02:01 PM

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    I do direct connect downloads from my bank. I use the reminders that auto commit to remind me that I am expecting an automatic deposit/withdrawal. If I don't see the bank confirmation in a day or two it reminds me to investigate why.

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