Loretta Kirkpatrick's Avatar

Loretta Kirkpatrick

08 Mar, 2020 12:01 AM

with Quicken I was able to set up monthly transactions to be automatically entered. I have entered the same transactions under reminders but apparently that is all it is "reminders":. Is there a way to set up automatic monthly transactions so that I don't have to manually enter them?

  1. 1 Posted by TonyRI on 08 Mar, 2020 12:08 AM

    TonyRI's Avatar

    Hi Loretta,

    I'm not from Moneydance support, but yes. There are "General Reminders" and "Transaction Reminders". It sounds like you may have set up a General Reminder. Here is a link to the subject matter from the IK Knowledge base that should be helpful:



  2. 2 Posted by TonyRI on 08 Mar, 2020 01:19 AM

    TonyRI's Avatar

    I just re-read your post and see that you "entered the same transactions under reminders". So, perhaps you created a transaction reminder that hasn't occurred yet? The articles describe the "Auto Commit" box. Please make certain that it is checked.

    Good Luck!

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