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Print reminder calendar

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cdr

07 Sep, 2024 01:33 PM

Would it be possible to have an option to print the reminder calendar to show upcoming reminders 3, 6 or maybe 12 months in advance?
I understand the printout may be reduced in size, but would be helpful to track upcoming events.

1. 1 Posted by Stuart Beesley ... on 07 Sep, 2024 02:11 PM

   

   Extension, list future reminders.

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2. 2 Posted by cdr on 07 Sep, 2024 02:46 PM

   

   Thanks Stuart, I'll check it out.

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3. 3 Posted by cdr on 07 Sep, 2024 07:18 PM

   

   Just what I was looking for.
   Thank you Stuart.

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4. 4 Posted by Stuart Beesley ... on 07 Sep, 2024 08:07 PM

   

   LFR +1 😃

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5. 5 Posted by davet65 on 22 Sep, 2024 01:50 AM

   

   I have a further suggestion/request.

   I have used your extension to print out a list of my Reminders for estate planning purposes, to list all the bills/payments, how I receive the bill, how I pay it, etc. [Thank you for that ability, Stuart.] I have accomplished this by putting in a very detailed Reminder description - see below for sample [assumes monthly unless noted]. But what I would really like to do is print the WHOLE LIST without regard to schedule and without duplicate entries, showing all the routine financial transactions I make.

   Using existing extension for the next month gets it 90% right, but yearly payments for example, can be lleft out.

   ACCOUNT ACTION AMT
   XXX Checking Chase ZZZZ - email Bill, man XXX ePay $-500 [typ]
   YYY IRA eDep to XXX Checking $1,435
   XXX Checking Mazda Loan - eBill, auto chg to XXX Check $-552

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6. 6 Posted by davet65 on 22 Sep, 2024 01:54 AM

   

   I couldn't make the columns line up in the example, but you get the idea: 3 columns - ACCOUNT ACTION AMT

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7. 7 Posted by Stuart Beesley ... on 22 Sep, 2024 06:46 AM

   

   @davet65 have you looked at the extract_data extension, option extract_reminders?

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8. 8 Posted by davet65 on 23 Sep, 2024 02:41 AM

   

   Thanks for the tip, Stuart. I just don't look at the Extensions unless led to them - like you did.
   I have not had a lot of time to explore the extension today, but it WILL do what I want. A couple of things I noticed right away: It prints very small since there are so many columns. I do see I can move them. Can I hide the ones I don't want to print? And if I have a Split, it shows the split lines, which I would just as soon leave off. Is the solution to all of these to extract as CSV and then format in the spreadsheet? That would be just fine for the 1/year or so that I would want to do this printout.
   Thanks again.

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9. 9 Posted by Stuart Beesley ... on 23 Sep, 2024 06:12 AM

   

   … format in excel… probably, yes

   👍

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