Reminders appearing in wrong account
I have about ten 'reminders' - regular payments that come out of my principal checking/current account - at least that is what is set up on MD. For the past two months, to my utter frustration, they are being entered/recorded in a different bank account in MD. When I go to edit the reminders, the edit screen shows them as coming from the proper account - but they just don't make it there.
To make matters worse, unlike Quicken (from which I migrated - and now profoundly regret doing so), you cannot easily log a transaction into a new account, so the undoing and redoing of all this is very time-consuming. This is a WRETCHED bug, and I hope a fix is well on its way.
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1 Posted by -Kevin N. on 23 Oct, 2012 08:19 PM
Hi dominic,
In the Reminder window make sure that the correct Account is selected as the Account that will receive the txn.
The selection is made from the drop-down list situated just above the 'Check#' label about 3/4 of the way down the left side of the Reminder window.
As for moving a txn. Right-click (CTRL-click for Mac) the txn in question.
Choose Batch Change > Account
Select the desired Account that you want to move the txn to.
HTH -Kevin N.
2 Posted by dominic on 23 Oct, 2012 09:56 PM
Kevin,
I'm sorry.... the correct Account is selected, but when the time comes, the transaction comes in the wrong account...
Dominic
Dominic Barrington
Parish Priest
Ss Peter & Paul, Kettering
01536 513385
www.peterandpaul.org.uk
3 Posted by -Kevin N. on 23 Oct, 2012 11:13 PM
Hi Dominic,
I can not reproduce this issue.
Can you provide a screenshot of one of the troublesome Reminders?
-Kevin N.
4 Posted by Angie Rauscher on 01 Nov, 2012 01:07 AM
Dominic,
I haven't seen or been able to reproduce this issue in Moneydance. Could you please let me know what OS, version of Java, and version of Moneydance you are running? This information is available in the Help->Console Window menu item. It would also be quite helpful to see a screenshot of the reminder settings for one of the problem reminders so we can diagnose the issue.
Angie Rauscher
Moneydance Support
System closed this discussion on 31 Mar, 2015 03:56 PM.