Create Transaction Reminder KB article omission.

-Kevin N.'s Avatar

-Kevin N.

15 Sep, 2023 04:35 PM

Hi MD Support,

In the Moneydance KB article 'Transaction Reminders' under the sub-heading 'Create Transaction Reminder', you should include the option where the user can Right-click (CTRL-click for Mac) and chose from the resulting context menu 'Create Reminder from Transaction'.

-Kevin N.

  1. Support Staff 1 Posted by Jenny on 16 Sep, 2023 01:58 PM

    Jenny's Avatar

    Thanks Kevin, I've added that now.

    As you've likely seen, we're in the process of updating the knowledge base.
    Hopefully there won't be many more omissions, but please let me know if you notice anything else that's missing, or if you have any suggestions.

    Thanks again, it's greatly appreciated.

    Jenny, Infinite Kind Support

  2. 2 Posted by -Kevin N. on 28 Sep, 2023 05:11 PM

    -Kevin N.'s Avatar

    Hi Jenny,

    You're very welcome.

    I'll keep anything else that you may find useful here on this thread.

    First off, kudos to you guys for devoting attention to the knowledge base.

    Something that you may want to point out on the topic of the 'Search Box' is that searching from the Summary Page searches across all accounts whereas searching from within an account restricts the results to that particular account.

    -Kevin N.

  3. 3 Posted by -Kevin N. on 29 Sep, 2023 01:00 PM

    -Kevin N.'s Avatar

    You guys are quick. : )

  4. 4 Posted by dwg on 29 Sep, 2023 01:06 PM

    dwg's Avatar

    The Syncing article says:

    "You must choose Dropbox Connection if you purchased Moneydance from the App Store."

    I suspect it should say "Dropbox Connection or iCloud" but without a mac I cannot verify this.

  5. Support Staff 5 Posted by Maddy on 29 Sep, 2023 03:05 PM

    Maddy's Avatar


    That's a good point. We've included this information as well.

    Maddy, Infinite Kind Support

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