How to edit a Reminder?

Gil Dawson's Avatar

Gil Dawson

26 May, 2024 04:48 PM


I like Transaction Reminders. I have 28 of them in play.

One, I'd like to edit, but I cannot. I select Reminders, doubleclick on the one I want to change, make changes, then click OK.
However, when I doubleclick on it again, it's back to the way it was.
I could delete it and make a new one, but I'd rather understand what's wrong.


  1. 1 Posted by dtd on 26 May, 2024 07:26 PM

    dtd's Avatar

    Go to Tools/Reminders
    Find the Reminder you want to edit, and hit "edit" or "edit reminder" (depending on where you clicked on the reminder)
    edit reminder, click ok, then done if you are finished.

  2. 2 Posted by Gil Dawson on 26 May, 2024 11:18 PM

    Gil Dawson's Avatar


    That is what I expected. However, this does not work on my machine.
    From here...

    ...I click on "Edit Reminder". The edit popup opens...

    ...I change it...

    ...and click "OK"...

    ... I then click "Edit Reminder" again...

    ...and Lo! My changes have disappeared.

    Very strange.


  3. 3 Posted by dtd on 26 May, 2024 11:28 PM

    dtd's Avatar

    Hmmm... maybe you need to restart moneydance before hitting edit reminder again. I don't know - it's always worked for me.

  4. 4 Posted by dtd on 26 May, 2024 11:33 PM

    dtd's Avatar

    Ok, interesting. I tested a reminder - and it seems you can go shorter (i.e. monthly to weekly or daily) but not longer (i.e. weekly to monthly or yearly)...

    I'll report this to the developer.

  5. 5 Posted by Gil Dawson on 27 May, 2024 12:09 AM

    Gil Dawson's Avatar

    Hey, Thanks for checking it out, dtd!

    I'll use a workaround.


  6. 6 Posted by Stuart Beesley ... on 27 May, 2024 07:16 AM

    Stuart Beesley (Mr Toolbox)'s Avatar

    What fields are you changing?

    Can you try again, then grab help/console, and upload that here?

  7. 7 Posted by Gil Dawson on 27 May, 2024 02:28 PM

    Gil Dawson's Avatar

    Hi, Mr Toolbox--

    >> Can you try again

    First I had to put it back the way it was...
    Click Reminders -> LATimes
    -> Change to Weekly and Thursday
    -> OK
    -> LATimes
    ...and verify that the reminder had indeed changed as expected.

    Then I repeated the sequence I documented in my email message sent yesterday (26 May) at 4:17 PM PDT, changing the reminder to Monthly and 1st, then clicking OK, then LATimes again to see the result. As then, the Reminder was still Weekly and Friday. It had not changed.

    I then saved the Console window. Here it is:

  8. 8 Posted by dtd on 27 May, 2024 08:29 PM

    dtd's Avatar

    I think i've figured it out. It appears that nothing is wrong, just that you (and me as well) didn't realize you can set up multiple parameters across multiple criteria.

    Note that BOTH weekly and monthly are "green checkmarked" - meaning BOTH are active. So you had weekly checked, then moved to monthly and ADDED more criteria. So now both weekly and monthly have values (you can verify by looking at the calendar choices) ... when you open the reminder again, you get weekly showing, making you think that nothing changed (i.e. monthly items added)... but now both are in action.

    You have to "zero out" or undo the weekly items to get rid of the "green check" to make only monthly be in place, and then when you open the reminder, it will open to monthly because now weekly is no longer "in play".

    It's why I was wondering once you go "lower" - i.e. move from monthly to weekly, it "worked", but moving from weekly to monthly it didn't (it was just what comes up first)

    Can you verify this for yourself and report back? I rarely edit reminders so even as a fairly long term user, I was caught by this as well. [Didn't realize you could set up multiple criteria across time, i.e. the green check marks didn't mean anything to me]

  9. 9 Posted by Stuart Beesley ... on 27 May, 2024 08:33 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    OK, I can't see anything wrong. I have just tested your scenarios and it always works for me. Looking back at your posts I can see that you have two green ticks, i.e. both weekly and monthly... I think you are selecting monthly without deselecting weekly.. Hence you have both set when you think you should only have monthly.. If you click between tabs you will see both set...


  10. 10 Posted by dtd on 27 May, 2024 08:34 PM

    dtd's Avatar

    Yep, that's what I just concluded as well.

  11. 11 Posted by Stuart Beesley ... on 27 May, 2024 08:34 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    😝 we crossed in the ether Dan! 😉

  12. 12 Posted by Gil Dawson on 27 May, 2024 10:40 PM

    Gil Dawson's Avatar

    Dan and Stuart--

    Excellent explanations!

    > If you click between tabs you will see both set

    Ah! I had not noticed that!

    > You have to "zero out" or undo the weekly items to get rid of the "green check"

    Perhaps "unCHECK"?

    It does work as you described.

    Please note that the two "rules" active (both tabs green-checked) in one Reminder will share the same Auto-commit parameters. That is, both rules will share the same Auto-commit checkbox value and number of days.

    This feature, allowing two rules to be active in one Reminder, seems a bit redundant. It seems to me that one could instead create two separate Reminders to accomplish the same thing.

    Thanks to you both for leading me through this perceived anomaly.


  13. 13 Posted by dwg on 27 May, 2024 10:57 PM

    dwg's Avatar

    You could certainly set up two reminders if that suited you better, I suspect someone would then say that would be redundant and you should be able to set it up in the one :)

    The reminders in Moneydance offer a lot of flexibility and capability, you do have to think about them at times. I can see the benefit of have additive reminders in some areas, e.g. some that occur twice a month on specific days.

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