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

john's Avatar

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

    -Kevin N.'s Avatar

    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.

  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

    john's Avatar

    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

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

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