Recurring transactions

Albert Swadling's Avatar

Albert Swadling

14 Jun, 2024 04:09 AM

Can' remember how to enter recurring transactions.

  1. 1 Posted by Albert Swadling on 14 Jun, 2024 04:11 AM

    Albert Swadling's Avatar

    How do I make a transaction repeat weekly, monthly, annually?

  2. 2 Posted by dwg on 14 Jun, 2024 04:59 AM

    dwg's Avatar

    In Moneydance they are called Transaction Reminders which you can create from scratch through the Moneydance menu option Tools => Reminders.

    To create a reminder from an existing transaction right click and select Create Reminder from Transaction.

    The Knowledge Base has a number of articles on reminders:

  3. 3 Posted by Albert Swadling on 14 Jun, 2024 06:26 AM

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    From: Infinite Kind <[email blocked]>
    Sent: Friday, June 14, 2024 12:11 PM
    To: [email blocked] <[email blocked]>
    Subject: Your support request has been received by The Infinite Kind

    [The Infinite Kind]<> The Infinite Kind technical support:<>
    email: [email blocked]

    Hello Albert Swadling!

    This is an automated response to let you know that we've received your request:

    Recurring transactions

    and will respond as quickly as possible. Answers to many common questions can be found in our knowledge base<> and user guide<>.

    Based on your support request, we think you may find the following articles from our FAQ helpful:

      * Types of Reminders<>

    We'll send an email to you (at [email blocked]) when we update your support request. Alternatively, you can keep track of this conversation online<>.

    Thanks again!

    The Infinite Kind

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    You have been sent this message because you recently opened a help request with The Infinite Kind.

  4. Maddy closed this discussion on 14 Jun, 2024 08:37 AM.

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