Recurring Transactions

Billy's Avatar

Billy

Sep 16, 2020 @ 04:25 PM

How do you create a recurring transactions?

This discussion was closed! See this FAQ for more information:

  1. Types of Reminders

    You can use Reminders to schedule reminder notes or transactions in advance.

    There are two types of reminders available in Moneydance -

    • General Reminders
      These are text notes that appear in the Calendar and on the Home Page according to a set schedule.

    • Transaction Reminders
      These are transactions that appear on the calendar and Home Page according to a set schedule, and can be recorded into yo...

    See more..
  1. 1 Posted by derekkent23 on Sep 16, 2020 @ 05:03 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Billy

    In Moneydance Transaction Reminders are used to automatically enter recurring transactions, see support articles https://infinitekind.tenderapp.com/kb/reminders-2

    Hope this helps.

  2. 2 Posted by William Schultz on Sep 16, 2020 @ 05:29 PM

    William Schultz's Avatar

    Great! Works like champ.

    Billy

  3. 3 Posted by derekkent23 on Sep 16, 2020 @ 06:07 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Billy

    Glad I was able to help.

    Have Fun, Stay Safe.

  4. System closed this discussion on Dec 16, 2020 @ 06:10 PM.

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