tag:infinitekind.tenderapp.com,2009-01-14:/discussions/general-questions/125653-how-to-edt-a-transaction-and-where-can-i-see-a-list-of-categoriesInfinite Kind: Discussion 2023-05-22T10:30:20Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-09-22T14:37:38Z2022-09-22T14:37:38ZHow to edt a Transaction and where can I see a list of categories <div><p>Hi Millie,<br>
Thank you for contacting Moneydance support.</p>
<p>In order to "edit" a transaction you should double click on it. For further details please refer to <a href="https://infinitekind.tenderapp.com/kb/register-and-transactions/entering-transactions">this article</a> of the Knowledge base.</p>
<p>Additionally, you can see this article called <a href="https://infinitekind.tenderapp.com/kb/accounts-and-categories/create-edit-or-delete-categories"><strong>Create, edit or delete Categories</strong></a> .</p>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-09-22T15:30:18Z2022-09-22T15:30:18ZHow to edt a Transaction and where can I see a list of categories <div><p>Thank you,</p>
<p>I'm new to Moneydance and have another question. I don't understand the<br>
"memorize" instructions. If I create a reminder for a monthly bill and want to memorize that transaction, is creating the reminder automatically<br>
memorizing it? And is it possible to have that monthly bill automatically<br>
be loaded in the checking account?</p>
<p>Thank you,</p>
<p>Millie</p>
<p>Millie Dappollone</p>
<p><em>"Love calls for love in return." It is love alone that gives worth to all things" St Teresa of Avila</em></p></div>Millie Dappollonetag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-09-22T22:15:43Z2022-09-22T22:15:43ZHow to edt a Transaction and where can I see a list of categories <div><p>I'm a fellow user.</p>
<p>Which 'memorize' instruction are you referring to?</p>
<p>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.</p>
<p>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).</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-09-23T08:13:05Z2022-09-23T08:13:57ZHow to edt a Transaction and where can I see a list of categories <div><p>Moneydance does not automatically initiate bill pay transactions. However, when creating your <a href="https://infinitekind.tenderapp.com/kb/reminders-2/transaction-reminders">transaction reminder</a>, 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 <a href="https://infinitekind.tenderapp.com/kb/reminders-2/applying-reminders">here</a>.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-09-23T11:46:24Z2022-09-23T11:46:25ZHow to edt a Transaction and where can I see a list of categories <div><p>Thank you,</p>
<p>I have created reminders but how do I make them automatically enter into my<br>
register? Once I create a reminder is it automatic? If a reminder is set<br>
for October 1, will it automatically enter into my checking account<br>
register?</p>
<p>Thank you,</p>
<p>Millie</p>
<p>Millie Dappollone</p>
<p><em>"Love calls for love in return." It is love alone that gives worth to all things" St Teresa of Avila</em></p></div>Millie Dappollonetag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-09-23T11:59:50Z2022-09-23T11:59:50ZHow to edt a Transaction and where can I see a list of categories <div><p>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.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-09-23T14:42:14Z2022-09-23T14:42:15ZHow to edt a Transaction and where can I see a list of categories <div><p>Thank you, that's awesome!!!</p>
<p>Can you please also tell me why my savings account does not appear on the<br>
summary side on the left? My checking account shows but not the savings<br>
account. It pops up below the menu but does not show underneath BANK under<br>
Summary.</p>
<p>Thank you,</p>
<p>Millie</p>
<p>Millie Dappollone</p>
<p><em>"Love calls for love in return." It is love alone that gives worth to all things" St Teresa of Avila</em></p></div>Millie Dappollonetag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-09-23T15:04:10Z2022-09-23T15:04:10ZHow to edt a Transaction and where can I see a list of categories <div><p>You can select the '+' button at the bottom left of the Side bar.<br>
In the resulting window, you can select the account name and select 'Add'.</p>
<p>Also, selecting 'Advanced' will expand the window, making it easier for you to add and remove multiple items at once, as outlined <a href="https://infinitekind.tenderapp.com/kb/accounts-and-categories/closing-and-hiding-accounts">here</a>.</p>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-09-24T14:37:50Z2022-09-24T14:37:50ZHow to edt a Transaction and where can I see a list of categories <div><p>Morning,</p>
<p>Thank you, Maddy. You're very helpful!!!</p>
<p>Millie</p>
<p>Millie Dappollone</p>
<p><em>"Love calls for love in return." It is love alone that gives worth to all things" St Teresa of Avila</em></p></div>Millie Dappollonetag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-10-05T07:48:28Z2022-10-05T07:48:28ZHow to edt a Transaction and where can I see a list of categories <div><p>I'm glad I was able to help.</p>
<p>I'll close this discussion for now, but do not hesitate to contact us again, if you need further assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddytag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-10-05T20:43:57Z2022-10-05T20:43:58ZHow to edt a Transaction and where can I see a list of categories <div><p>Thank you,</p>
<p>Millie Dappollone</p>
<p><em>"Love calls for love in return." It is love alone that gives worth to all things" St Teresa of Avila</em></p></div>Millie Dappollonetag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-12-28T20:33:39Z2022-12-28T20:33:40ZHow to edt a Transaction and where can I see a list of categories <div><p>Can you please tell me how to delete a reminder?</p>
<p>I wanted to change the date of a reminder from the 6th to the 9th but I<br>
can't figure out how to delete the reminder on the 6th. Hitting delete<br>
reminder doesn't do anything.</p>
<p>Thank you,</p>
<p>Millie<br>
Springfield PA</p>
<p>Millie Dappollone</p>
<p>“Without love, deeds, even the most brilliant, count as nothing.” ~ St. Thérèse</p></div>Millie Dappollonetag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-12-29T02:04:11Z2022-12-29T02:04:11ZHow to edt a Transaction and where can I see a list of categories <div><p>Hello Millie,</p>
<p>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.</p>
<p>Ethan<br>
Infinite Kind Support</p></div>Ethantag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-12-29T12:54:03Z2022-12-29T12:54:04ZHow to edt a Transaction and where can I see a list of categories <div><p>Morning,</p>
<p>I should have done that. But I created another reminder for the same auto<br>
deposit. Now I have two reminders on different days and don't know how to<br>
delete one of them.</p>
<p>Thank you,</p>
<p>Millie</p>
<p>Millie Dappollone</p>
<p>“Without love, deeds, even the most brilliant, count as nothing.” ~ St. Thérèse</p></div>Millie Dappollonetag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-12-29T22:26:54Z2022-12-29T22:26:54ZHow to edt a Transaction and where can I see a list of categories <div><p>Try the following:</p>
<ul>
<li>Click on Reminders in the side bar to open the Reminders window</li>
<li>Select the reminder you wish to delete</li>
<li>Click on the "-" sign at the bottom of the reminders pane</li>
<li>Confirm to want to delete the reminder</li>
</ul></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222022-12-30T13:17:19Z2022-12-30T13:17:19ZHow to edt a Transaction and where can I see a list of categories <div><p>Morning</p>
<p>Thank you, I highlighted the reminder on the menu on the right and deleted<br>
the reminder and created a new one.</p>
<p>Thank you again,</p>
<p>Happy New Year!</p>
<p>Millie</p>
<p>Millie Dappollone</p>
<p>“Without love, deeds, even the most brilliant, count as nothing.” ~ St. Thérèse</p></div>Millie Dappollonetag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222023-02-13T15:35:53Z2023-02-13T15:35:53ZHow to edt a Transaction and where can I see a list of categories <div><p>Morning,</p>
<p>Can you please help learn how to back up my Moneydance file? I thought if I<br>
just save it in a file, it would open up in Moneydance but that's not what<br>
happened.<br>
I saved my file by date. But when I went to open it, it did not open in<br>
moneydance.</p>
<p>I obviously have not backup my Monedance files correctly. How do I backup<br>
Moneydance and where do the backup files go?</p>
<p>Thank you,</p>
<p>Millie</p>
<p>Millie Dappollone</p>
<p>“Without love, deeds, even the most brilliant, count as nothing.” ~ St. Thérèse</p>
<p>On Wed, Oct 5, 2022 at 3:48 AM Maddy <a href="mailto:tender+dfd0b85344@tenderapp.com">tender+dfd0b85344@tenderapp.com</a><br>
wrote:</p></div>Millie Dappollonetag:infinitekind.tenderapp.com,2009-01-14:Comment/558290222023-02-20T10:25:38Z2023-02-20T10:25:38ZHow to edt a Transaction and where can I see a list of categories <div><p>Firstly, please accept my sincere apologies for the delay in responding to your query., Millie!</p>
<p>Moneydance creates an automatic backup file each time you close your file, until the <strong>set number exist</strong>, then each file will be updated in turn.</p>
<p>When these files are stored in the default location, they're accessible from Moneydance via <strong>Help --> Show Backup Folder</strong>.</p>
<p>In order to amend the backup file settings, you can choose <strong>Moneydance --> Preferences</strong>, then select the <strong>'Backups' tab</strong>, as outlined in <a href="https://infinitekind.tenderapp.com/kb/customizing-and-preferences/backups">this article</a> of the Knowledge Base.</p>
<p>From this window, you can <strong>amend the backup location</strong>, and choose the <strong>maximum number of backups to be stored</strong>.</p>
<p>It is possible to amend the backup location, to ensure the automatic backup files are sent elsewhere. For example, one could choose an external drive, or a shared folder location like Dropbox, iCloud etc. This will make your data accessible from another system, even if you were to encounter complete computer failure, for instance.</p>
<p>You can also create manual backup files whenever you require, and store these files to a location of you choice. To create a manual backup file, you should choose File --> Export Backup. This will create a .moneydancearchive backup file - the same format as the auto backup files.</p>
<p>I hope this information is helpful. Please let us know if you have further questions or need more assistance.</p>
<p>--<br>
Maddy, Infinite Kind Support</p></div>Maddy