List of *all* upcoming reminders

CanSaver's Avatar

CanSaver

11 Feb, 2021 10:10 PM

New user here (coming from >30 years of using Quicken). As far as I can see, I can't get a detailed list of all of my upcoming reminders. On the Summary page, I can see what, when and how much, but I'm limited to 1 month. I'd like the option to be able to see 1 full year out. Perhaps the reminder page could have a toggle to view in calendar mode or list mode (where list mode could show a full year of upcoming reminders). I've always preferred lists to calendar views, particularly for my upcoming whats, whens and for how much. In fact the format, information and capability provided on the summary page is great. It just isn't far enough into the future. In such a list, it would be ideal to be able to sort this list by time or name.

  1. 1 Posted by Stuart Beesley ... on 11 Feb, 2021 10:17 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    You can use my extract_reminders script / extension to do this. Instructions on the same page. You will need to be on MD2021 preview build 3034. It allows you to see all on screen, and/or extract to csv file:

    https://yogi1967.github.io/MoneydancePythonScripts/

  2. 2 Posted by CanSaver on 11 Feb, 2021 10:43 PM

    CanSaver's Avatar

    I wondered if someone had created an extension for this :) . Taking a look at your page, it says I need Moneydance version 2021 build 2012 onwards. I just downloaded and installed moneydance today and appear to only have version 2006. Do I need some sort of beta version of MD to be able to run your script?

  3. 3 Posted by Stuart Beesley ... on 11 Feb, 2021 10:57 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Grab the preview from here.
    https://infinitekind.com/preview

  4. 4 Posted by Stuart Beesley ... on 11 Feb, 2021 10:58 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    (It’s not beta. It’s your version but bug fixed. )

  5. 5 Posted by CanSaver on 11 Feb, 2021 11:03 PM

    CanSaver's Avatar

    Are you saying that the version I have is not really 2006? And if so, do you know what version I would have if I downloaded it today?

  6. 6 Posted by Stuart Beesley ... on 11 Feb, 2021 11:17 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    ? No, you have 2006. But if you want the latest build 3034 (and you do) then use the preview link given above.

  7. 7 Posted by dtd on 12 Feb, 2021 12:00 AM

    dtd's Avatar

    I think the real issue is "you downloaded and installed moneydance today and it is 2006'

    Did you mean you downloaded 2021 (2006) ? If so, then Stuart's comment of getting the latest preview applies, but if you somehow found an ancient copy, that's a problem.

  8. 8 Posted by CanSaver on 12 Feb, 2021 12:04 AM

    CanSaver's Avatar

    Thanks. I should have written *build* 2006. I now have build 3034.

  9. 9 Posted by Stuart Beesley ... on 12 Feb, 2021 12:00 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Hi @CanSaver - so where are we at now?

    You have MD2021 - build 3034.... Great....

    Download the signed version of the extract is here:
    https://infinitekind.com/app/md/extensions/extract_reminders_csv.mxt

    To install, drag the .mxt file onto the Moneydance sidebar - or Extensions>Manage extensions>add from file....

    Once installed, Extensions>extract_reminders_csv.

    Let me know if ok?

    (not support, just a fellow user)

  10. 10 Posted by CanSaver on 12 Feb, 2021 05:43 PM

    CanSaver's Avatar

    Thanks for the followup. Just getting back to this now. As a new user, it's impressive to see how much people are willing to help others.

    So I've installed it and indeed it does what it's intended to do but I'm sorry to say that it doesn't work for me. I can see this level of information having its use, but for someone that just wants a quick list of everything that's coming up over the next few months it takes a lot of brain power to parse. There is simply so much information that it's very hard to pull out the few bits of information that are relevant to me.

    Part of it is that I have a few reminders with several splits. Your tool gives me all of the split detail that I need to ignore. And for those that repeat, I need to look carefully and figure out when they would re-occur. The other issue is that the columns relevant to me are far to the right of the date, which adds to the difficulty of pulling out the information I need.

    The simplicity of the list on the summary page is exactly what I need. I just need the option to see more than 1 month out. If MD would give a 1 year option, I'd be very happy.

    Perhaps I need to dust off my programming skills and produce something that would work for me. I've never used python and it's been a lot of years since I've done any serious programming.

  11. 11 Posted by Stuart Beesley ... on 12 Feb, 2021 07:28 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    It would be a doddle (if you have any programming skills) to edit my script and make it simpler for your needs... Email me and perhaps I'll edit it for you..:

  12. 12 Posted by Stuart Beesley ... on 13 Feb, 2021 05:33 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Preview version of list_future_reminders extension attached (unzip and then drag and drop the .mxt file onto the MD left sidebar to install.. Accept the signing warnings).. Happy to receive any feedback and whether I should publish this for all?

  13. 13 Posted by CanSaver on 13 Feb, 2021 07:28 PM

    CanSaver's Avatar

    Is it best to reply to you here or via email?

    This is exactly what I'm looking for. Two things I noticed.

    First: it isn't date sorting correctly. The tool is displaying dd/mm/yyyy and appears to be doing an alphabetic sort on the date. For example 01/11/2021 is coming before 31/03/2021 because 01 comes before 31. I wondered if that was because of my preferences set to dd/mm/yyyy. I changed to yyyy.mm.dd, closed MD and reopened. While my registers changed date format, your tool isn't respecting the preference change, which is the second problem.

    Is there something I'm not doing right to be able to sort in date order and/or for the tool to respect my date preference setting?

    And once this is all working, I would think others would be interested in this and would publish for all.

  14. 14 Posted by Stuart Beesley ... on 13 Feb, 2021 07:31 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Hi CanSaver. It’s best you email me directly whilst we ‘debug’. Others can post feedback here. I’ll take a look at your comments. Thx.

  15. 15 Posted by Stuart Beesley ... on 14 Feb, 2021 07:22 AM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Updated date format/sort....

  16. 16 Posted by CanSaver on 14 Feb, 2021 03:32 PM

    CanSaver's Avatar

    In case anyone else is interested in being able to see a list of future transactions, I'm pleased to say that the extension Stuart has developed for me is exactly what I needed and is now working. As a new user to MD, I'm impressed with the responsiveness of all of the support I've received both from official channels and user contributors. Thank you very much, Stuart for this extension that is certainly going to benefit me!

  17. 17 Posted by Stuart Beesley ... on 14 Feb, 2021 03:40 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    +1 - My pleasure; thanks. Other scripts / extensions are available......:

    https://yogi1967.github.io/MoneydancePythonScripts/

  18. Melissa closed this discussion on 22 Mar, 2021 10:08 PM.

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