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

  6. System closed this discussion on 29 Dec, 2023 03:10 PM.

  7. -Kevin N. re-opened this discussion on 11 Apr, 2024 05:43 PM

  8. 6 Posted by -Kevin N. on 11 Apr, 2024 05:43 PM

    -Kevin N.'s Avatar

    Hi MD Support,

    Paid-for licensed users every now and then still encounter the dreaded "Your version of Moneydance has reached the 100-transaction limit" (paraphrasing)

    Although forum members as well as MD support staff have provided detailed instructions on the forums on how to rename / re-create the requisite config.dict file, there should be an official KB article for users to reference.

    -Kevin N.

  9. Support Staff 7 Posted by Maddy on 12 Apr, 2024 08:19 AM

    Maddy's Avatar

    Hi Kevin,

    1 - To remove the trial limitations, one should simply enter the license key they purchased for registering the version of the software they are running.
    So, a good starting point would be navigating to Help->About to verify which version they are running, then move to Help --> Register Moneydance to enter their license key.

    In other words, re-naming the config.dict is not related to point 1.

    In fact this procedure should only ever be run with guidance, as it removes the license key (if the software is already registered) and it resets the Moneydance preferences.

    That being said, I appreciate your suggestion and I can certainly share it with other team members.

    Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

  10. 8 Posted by -Kevin N. on 12 Apr, 2024 02:00 PM

    -Kevin N.'s Avatar

    Hi Maddy,

    Thank you for your reply.

    The issue that I am referring to is 'not' that of a user entering their license key to avoid the "...100-transaction limit." prompt.

    I was referring to those users who have purchased a license key, entered it, used Moneydance for a time, but whose config.dict file has apparently corrupted and thus they unexpectedly receive the "...100-transaction limit." prompt.

    This issue does have a history in the forums.

    Maybe it's outside the scope of a KB article but I think it could prove helpful.

    -Kevin N.

  11. 9 Posted by -Kevin N. on 24 May, 2024 07:05 PM

    -Kevin N.'s Avatar

    Hi Maddy,

    Here's a recent example of what I was referring to...

    -Kevin N

  12. Support Staff 10 Posted by Maddy on 27 May, 2024 09:56 AM

    Maddy's Avatar

    Thank you for your query.

    To clarify, the software became unregistered in this case because the customer upgraded beyond their free allowance. In other words, their license key was purchased for use with Moneydance 2022 and it's also valid for registering Moneydance 2023 as per our Upgrading policy but they installed an upgrade.

    This is the equivalent of installing Moneydance 2024 on a trial basis, hence not relevant to the renaming the config.dict. It simply requires a license key that is valid for the version of Moneydance they have installed/upgrade to.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

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