Setting up a payment diary

Andrew's Avatar

Andrew

12 Sep, 2021 09:52 AM

Hello,
I am currently using the demo version and will problably upgrade to the full version.
Is there a simple way of setting up regular payments (e.g. standing orders and direct debits) for future months, such that (perhaps) all the entries can be entered at the press of a single command. It wouldn't be problem if I had to do it on an item by item basis
Thanks

  1. 1 Posted by Stuart Beesley ... on 12 Sep, 2021 11:03 AM

    Stuart Beesley - JUST A FELLOW USER and Toolbox ‘guy’'s Avatar

    Yup - they are called 'Reminders'. You can manually record, or set them to auto record. You need the type called Transaction reminders

  2. 2 Posted by derekkent23 on 12 Sep, 2021 01:38 PM

    derekkent23's Avatar

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

    See support articles at https://infinitekind.tenderapp.com/kb/reminders-2

    Hope this helps

  3. 3 Posted by Andrew Parker on 12 Sep, 2021 04:30 PM

    Andrew Parker's Avatar

    Thank you Stuart and Derek,
    Since I am new to Moneydance, I am probably asking stupid questions. I am
    not very good at reading manuals!!
    The ones entered manually have presented no problem, next on the list is
    the "auto record"
    Thanks
    Andrew

    On Sun, 12 Sept 2021 at 15:39, derekkent23 <[email blocked]>
    wrote:

  4. Support Staff 4 Posted by Ethan on 12 Sep, 2021 09:48 PM

    Ethan's Avatar

    Hello Andrew,

    Glad to hear your helpful fellow users pointed you in the right direction. Having a reminder automatically record in the register is a matter of activating the "auto-commit" option when setting up a transaction reminder.

    Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  5. System closed this discussion on 12 Dec, 2021 09:50 PM.

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