Setting up a payment diary

Andrew's Avatar


12 Sep, 2021 09:52 AM

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

  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

    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"

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

  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,

    Infinite Kind Support

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

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