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New Bank Account does not show in Categories for Transaction Reminders: MoneyDance 2010r3 (751)

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john

28 Oct, 2011 09:02 PM

Hello:

I recently added a fourth bank account under Accounts|New Account.
I wish to set up a transaction reminder to show a transfer from one of the original bank accounts to the new bank account.

When I select New Transaction Reminder under Tools|Reminders and left click on Category in the transaction details line, I see the 3 original accounts , but not the new one.

It does appear under Category in the main registers for each of the original 3 bank accounts.

How can I add the new account to the Transaction Reminders category?

Thanks, John

1. 1 Posted by -Kevin N. on 28 Oct, 2011 09:11 PM

   

   Hi John,
   On the 'Edit Transaction Reminder' form, about 2/3 the way down on the left is a drop down list.
   If the 'New' account is selected there, it won't show up in the 'Category' drop down list as that would create a transfer to and from the same account.
   HTH -Kevin N.

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2. john closed this discussion on 29 Oct, 2011 08:05 AM.

3. john re-opened this discussion on 29 Oct, 2011 08:06 AM

4. 2 Posted by john on 29 Oct, 2011 08:08 AM

   

   SOLVED

   Thanks Kevin. I had not noticed that the source account on the left hand side was the same as the destination account in the transaction bar.

   Regards, John

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5. Ben Spencer closed this discussion on 29 Oct, 2011 12:45 PM.