NEW TRANSACTION REMINDER NOT SHOWING IN REGISTER

Peter Anstey's Avatar

Peter Anstey

10 Jan, 2021 01:49 PM

I am enquiring as to whether you have been able to look into this yet. It is the first new transaction reminder I have tried to create since upgrading.

Peter Anstey
F6307914-FE39994A

  1. 1 Posted by Stuart Beesley ... on 10 Jan, 2021 02:22 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    (Note, I'm not from support, just a fellow user)..

    Common issues are as follows:
    1/ the right account has not been selected. is 1c Lloyds the account you want/are looking at?
    2/ You have Syncing running and you are on the remote computer and have not set the option in Preferences to auto commit

    Take a look at the setting under FILE - PREFERENCES - NETWORK and check the tick box "Auto-commit Reminders (applies to current file on this computer). Set as required on primary and secondary synced computers.

  2. 2 Posted by Peter Anstey on 10 Jan, 2021 03:11 PM

    Peter Anstey's Avatar

    Thanks for that. I have checked the auto commit in NETWORK and now it all
    works. I guess this has happened now, as it is the first new transaction
    reminder I have set since syncing to my phone. (which is also displaying
    the forward transaction). Prior to that, I have only used Md on my iMac.
    If I set it up on my Macbook, I will do the same there, but I may not
    bother as I currently have no need, unless circumstances change.

    Thanks for your help.

    Peter

  3. 3 Posted by sprimost on 10 Jan, 2021 11:14 PM

    sprimost's Avatar

    From: sprimost

    Just a user.....

    My most common mistake (causing scratching of head) is that when setting
    up the reminder, look at the line above to see what account the reminder
    transaction will affect. Many times, it is the account itselft (lke xyz
    bank, rather than a sub-account Bankxyz->Checking.
    The next common error is to set the start date too late (past the
    current date but after the date when you want the transaction to take
    effect. That will catch it at the next scheduled date. What you don't
    want to do is set the date too early, becuase that just set it off
    before you really wanted it to go. There is no effect except when you
    restart: that seems to kick it off. Make sure the end date is waht you want.

    Otherwise, I have had no problems with the reminders kicking off at the
    right time (and I have more than 30 now....

    /scp

  4. 4 Posted by Dee on 14 Jan, 2021 03:49 AM

    Dee's Avatar

    I'm not sure how much this is worth, but the snap shot of the setup reminder says the start date is month 22 which is invalid and certainly should cause a problem with it working.

  5. 5 Posted by dwg on 14 Jan, 2021 04:18 AM

    dwg's Avatar

    I think you will find that it means post it on the 22nd day of the month.

  6. 6 Posted by Dee on 14 Jan, 2021 04:55 AM

    Dee's Avatar

    actually it's suppose to represent the first date you will being the reminder on. I have attached mine to show you. If entered correctly it display in a calendar. So month 22 would not be valid.

  7. 7 Posted by Dee on 14 Jan, 2021 05:02 AM

    Dee's Avatar

    I'm assuming she meant a start date of 01/22/2021 not 22/01/2021

  8. 8 Posted by dwg on 14 Jan, 2021 05:25 AM

    dwg's Avatar

    A start date of 22/01/2021 implies to me a Date format of DMY is set in Moneydance.

  9. 9 Posted by Dee on 14 Jan, 2021 05:05 PM

    Dee's Avatar

    This is true, but may be incompatible when using the reminder as it might not sync with the calendar given her problem is the reminder is not working. I would change the format setting or enter the correct format then and reset the reminder and see if that fixes the problem. It's worth a try because most times is something simple like that.

  10. 10 Posted by Dee on 14 Jan, 2021 05:26 PM

    Dee's Avatar

    Well, I was wrong. I changed the format, set up a test reminder with the DD/MM/YYYY and it worked fine. What I do find difficult is scheduling multiple reminders on the same day. I finally got it to accept it but not sure how as I just kept trying over and over again. I just did a second reminder with this date format to test it out and it didn't auto commit, I had to manually tell it to enter the transaction. So Reminders is a bit tricky.

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