Reminders / Regular Payments

John Ross's Avatar

John Ross

19 Jun, 2020 04:17 PM

I have a fair number of regular payments that occur on a specific date each month. The dates never change and I choose to have them applied on the exact date never before. I have found that there is a general problem rather than one specific payment. The payment will be applied on the due date for say three months. The date will suddenly be switched, for no reason I can see, to a totally different date. As an example today I was looking through the payments due next week. I could see one that was listed for 23 June. I could not work out what it was for. I tried to edit the reminder but it showed the payment should be made on the first of each month. This is not happening on every payment but often enough to suggest that there is some problem with MoneyDance.

  1. Support Staff 1 Posted by Ethan on 19 Jun, 2020 07:51 PM

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    Hello,

    Can you clarify where you are seeing this date changed? Is it in the reminder settings for a specific reminder, the transaction, etc? If it's easier to do so, you can attach a screenshot. If you're not sure how to take a screenshot, please see http://www.take-a-screenshot.org/

    Ethan
    Infinite Kind Support

  2. 2 Posted by John Ross on 22 Jun, 2020 08:45 AM

    John Ross's Avatar

    Dear Ethan

    I am not really interested in what has gone on in the past in relation to a
    particular entry. I know my data really well and correct any entries that I
    think are incorrect day by day. I only wrote to you so that you would have
    a record if someone else mentioned a similar problem. I have payments
    that are weekly, monthly, every four weeks, quarterly and annually. The
    only ones I have had problems with are monthly and four weekly. I have
    looked on my back up copies for the last ten days. I think I can see why I
    am having problems on the payments to be made on a specific day every four
    weeks. If I make the first payment on 8 June 2020. Please tell me what the
    next two payment days should be.

    John
    .

  3. Support Staff 3 Posted by Ethan on 22 Jun, 2020 07:01 PM

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    Hi John,

    I'm sure you understand your data well! What I'm trying to do is understand exactly what your describing. I can't think of other situations like this, but I may not be understanding what you are describing about the date changing. If you could try to describe where this date is changing (or attach a screenshot if that's easier), that would be a good place to start.

    Ethan
    Infinite Kind Support

  4. 4 Posted by John Ross on 23 Jun, 2020 08:07 AM

    John Ross's Avatar

    Ethan

    I am attaching a print of a reminder for 27 July 2020.

    As you can see the first occurrence was on 8 June 2020. THe next was on 23
    June. It actually appeared in the register on 22 June.

    On the face of it the program did not use 8 June as its starting point for
    calculating due dates..

    John

  5. 5 Posted by sth on 23 Jun, 2020 09:52 PM

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    Are these reminders merged with downloaded data from the Halifax bank account, the merge may be taking the dates from the Bank transaction and not the dates on the reminders.

  6. 6 Posted by John Ross on 23 Jun, 2020 10:10 PM

    John Ross's Avatar

    I do not download data from any website

  7. 7 Posted by John Ross on 24 Jun, 2020 11:53 AM

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    Dear Ethan

    I may or may not have inadvertently misled you.

    I told you that I knew my data really well. I run control totals almost
    every day so I know when there is a problem. I then go looking for a
    reason. In the cases where I know a payment has been made earlier than it
    should I search for the next occurrence. The screen print I let you have
    yesterday confused me a little bit because the last date was shown as 23
    June 2020. I looked again today at the payment due on 27 July 2020. The
    last date shown is 24 June 2020. Because I usually found errors on the day
    they occurred I thought the last date shown was last transfer. Not so. It
    seems to simply be the system date.

    It is another question entirely what help that date was supposed to give.

    John

  8. Support Staff 8 Posted by Ethan on 24 Jun, 2020 06:29 PM

    Ethan's Avatar

    Hello John,

    Thanks for clarifying. You'll notice that 'last date' field in your screenshot is greyed out, because the check box to activate that function just to the left of it isn't active. By default it is greyed out and filled with the current date, but that date is meaningless unless you activate that option. Is this where you are seeing the date changes that you are describing? I thought that you were saying that these transactions were appearing in your register earlier than expected, on 23 June from your last message. But if the only place you're seeing this date issue is in the reminder screen, then it sounds like the program is behaving as it should. If you are seeing a transaction from the reminder appear in your register early, could you also attach a screenshot of that? We may be able to see something in there that hints at what is going on.

    Ethan
    Infinite Kind Support

  9. 9 Posted by sth on 25 Jun, 2020 02:37 AM

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    It should not actually appear in the register until 6/7/2020? Wait to see if that is correct.

  10. 10 Posted by John Ross on 25 Jun, 2020 03:54 PM

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    Dear Ethan

    Thanks for your help.

    John

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