How to edt a Transaction and where can I see a list of categories
How to edt a Transaction and where can I see a list of categories
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Support Staff 1 Posted by Maddy on 22 Sep, 2022 02:37 PM
Hi Millie,
Thank you for contacting Moneydance support.
In order to "edit" a transaction you should double click on it. For further details please refer to this article of the Knowledge base.
Additionally, you can see this article called Create, edit or delete Categories .
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
--
Maddy, Infinite Kind Support
2 Posted by Millie Dappollo... on 22 Sep, 2022 03:30 PM
Thank you,
I'm new to Moneydance and have another question. I don't understand the
"memorize" instructions. If I create a reminder for a monthly bill and want
to memorize that transaction, is creating the reminder automatically
memorizing it? And is it possible to have that monthly bill automatically
be loaded in the checking account?
Thank you,
Millie
Millie Dappollone
*"Love calls for love in return." It is love alone that gives worth to all
things" St Teresa of Avila*
3 Posted by dwg on 22 Sep, 2022 10:15 PM
I'm a fellow user.
Which 'memorize' instruction are you referring to?
A reminder is effectively a transactions that is remembered and presented at the time period you specify either for you to commit to the register or that is automatically committed.
A reminder can be automatically applied in Moneydance but it will not be automatically sent to your bank to have it acted upon, that you must always take specific action to occur (assuming your bank supports Application based online banking).
Support Staff 4 Posted by Maddy on 23 Sep, 2022 08:13 AM
Moneydance does not automatically initiate bill pay transactions. However, when creating your transaction reminder, you can choose not to auto-commit it to the register. This will keep it as a transaction you have to choose to apply from your Summary page. You can then choose to "Send Online Payment" at the same time you choose to apply that transaction to your register as outlined here.
--
Maddy, Infinite Kind Support
5 Posted by Millie Dappollo... on 23 Sep, 2022 11:46 AM
Thank you,
I have created reminders but how do I make them automatically enter into my
register? Once I create a reminder is it automatic? If a reminder is set
for October 1, will it automatically enter into my checking account
register?
Thank you,
Millie
Millie Dappollone
*"Love calls for love in return." It is love alone that gives worth to all
things" St Teresa of Avila*
6 Posted by dwg on 23 Sep, 2022 11:59 AM
When you set up a Transaction reminder there is a checkbox option to automatically commit the transaction to the register, as well as how many days before it is due to commit the transaction to the register, you can set it to 0 to commit it on the day.
7 Posted by Millie Dappollo... on 23 Sep, 2022 02:42 PM
Thank you, that's awesome!!!
Can you please also tell me why my savings account does not appear on the
summary side on the left? My checking account shows but not the savings
account. It pops up below the menu but does not show underneath BANK under
Summary.
Thank you,
Millie
Millie Dappollone
*"Love calls for love in return." It is love alone that gives worth to all
things" St Teresa of Avila*
Support Staff 8 Posted by Maddy on 23 Sep, 2022 03:04 PM
You can select the '+' button at the bottom left of the Side bar.
In the resulting window, you can select the account name and select 'Add'.
Also, selecting 'Advanced' will expand the window, making it easier for you to add and remove multiple items at once, as outlined here.
I hope this information is helpful. Please let us know if you have further questions or need more assistance.
--
Maddy, Infinite Kind Support
9 Posted by Millie Dappollo... on 24 Sep, 2022 02:37 PM
Morning,
Thank you, Maddy. You're very helpful!!!
Millie
Millie Dappollone
*"Love calls for love in return." It is love alone that gives worth to all
things" St Teresa of Avila*
Support Staff 10 Posted by Maddy on 05 Oct, 2022 07:48 AM
I'm glad I was able to help.
I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.
--
Maddy, Infinite Kind Support
Maddy closed this discussion on 05 Oct, 2022 07:48 AM.
Millie Dappollone re-opened this discussion on 05 Oct, 2022 08:43 PM
11 Posted by Millie Dappollo... on 05 Oct, 2022 08:43 PM
Thank you,
Millie Dappollone
*"Love calls for love in return." It is love alone that gives worth to all
things" St Teresa of Avila*
Maddy closed this discussion on 06 Oct, 2022 09:06 AM.
Millie Dappollone re-opened this discussion on 28 Dec, 2022 08:33 PM
12 Posted by Millie Dappollo... on 28 Dec, 2022 08:33 PM
Can you please tell me how to delete a reminder?
I wanted to change the date of a reminder from the 6th to the 9th but I
can't figure out how to delete the reminder on the 6th. Hitting delete
reminder doesn't do anything.
Thank you,
Millie
Springfield PA
Millie Dappollone
“Without love, deeds, even the most brilliant, count as nothing.”
~ St. Thérèse
Support Staff 13 Posted by Ethan on 29 Dec, 2022 02:04 AM
Hello Millie,
To clarify, are you wanting to change just the latest instance of this reminder transaction (like just for this month), or to make the change for all future transactions as well? Assuming it is the latter, it sounds like you actually want to edit the reminder, not delete it. Click on your reminders in the left sidebar near the top. In the window that appears, click and open the reminder you want to edit. You should be able to change the day of the week this reminder occurs from there, which will apply to all future transactions moving forward.
Ethan
Infinite Kind Support
14 Posted by Millie Dappollo... on 29 Dec, 2022 12:54 PM
Morning,
I should have done that. But I created another reminder for the same auto
deposit. Now I have two reminders on different days and don't know how to
delete one of them.
Thank you,
Millie
Millie Dappollone
“Without love, deeds, even the most brilliant, count as nothing.”
~ St. Thérèse
15 Posted by dwg on 29 Dec, 2022 10:26 PM
Try the following:
- Click on Reminders in the side bar to open the Reminders window
- Select the reminder you wish to delete
- Click on the "-" sign at the bottom of the reminders pane
- Confirm to want to delete the reminder
16 Posted by Millie Dappollo... on 30 Dec, 2022 01:17 PM
Morning
Thank you, I highlighted the reminder on the menu on the right and deleted
the reminder and created a new one.
Thank you again,
Happy New Year!
Millie
Millie Dappollone
“Without love, deeds, even the most brilliant, count as nothing.”
~ St. Thérèse
Maddy closed this discussion on 30 Dec, 2022 01:18 PM.