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How do I reset the "next transaction" marker for recurring transactions?

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Peer

22 Sep, 2023 09:47 AM

I've read the article about recurring reminders (https://infinitekind.tenderapp.com/kb/reminders-2/applying-reminders), but it doesn't answer my question.

Here's the scenario:
I have a bunch of monthly recurring transactions, most of them auto-committed. When registering some of the manual ones, I accidentally also registered some transactions that were already registered, thus adding the transactions scheduled for next month. The list of upcoming reminders now shows these as scheduled one month later (the month after next month), same as if I had skipped it.

Question: How do I reset the "marker" to make the transactions appear "unregistered" to make them appear in the list of upcoming reminders for next month?

1. Support Staff 1 Posted by Maddy on 22 Sep, 2023 01:59 PM

   

   Hi,
   Thank you for contacting Moneydance support.

   Unfortunately, once you've 'skipped' a transaction in a Transaction Reminder, there is no way to bring it back. As a workaround, you can take the previous transaction, highlight it (right click) and use the duplicate function to record it in place of the skipped one.

   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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2. 2 Posted by Peer Törngren on 22 Sep, 2023 02:40 PM

   

   Thanks for the prompt response!

   I would then request an improvement to let me do this one way or
   another, it is very easy to accidentally click and register the wrong
   occurrence in the list. It doesn't necessarily have to be a specific
   "reset" action to clear the internal flag (which I suspect exists), a
   workaround like modifying the reminder in some way to make it restart at
   next date that matches the pattern (eg by disabling and enabling the
   reminder) would be as useful.

   Hälsningar

   Peer Törngren

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3. 3 Posted by Stuart Beesley ... on 22 Sep, 2023 03:37 PM

   

   FYI - I’ve just added this feature to my list_future_reminders extension PREVIEW from:
   https://yogi1967.github.io/MoneydancePythonScripts/

   On the first occurrence of a reminder, right-click and select
   ‘Edit hidden last acknowledged date’

   Let me know how this works for you?

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4. 4 Posted by Peer on 22 Sep, 2023 03:40 PM

   

   @Stuart, thanks, will do (but it will probably not happen Immediately).

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5. 5 Posted by Stuart Beesley ... on 23 Sep, 2023 12:32 PM

   

   Would be great if you could test it, even if just to edit an acknowledge date manually and adjust by 1 day.

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6. 6 Posted by dwg on 23 Sep, 2023 12:46 PM

   

   I've tested it and it seems to work as expected.

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7. 7 Posted by Stuart Beesley ... on 23 Sep, 2023 12:58 PM

   

   Thanks!!

   LFR +1 😃

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8. 8 Posted by Peer on 24 Sep, 2023 08:16 AM

   

   @Stuart just tested, works like a charm. THANKS!!!

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9. System closed this discussion on 24 Dec, 2023 08:20 AM.