Add an option to filter current reminders

ceejayemm's Avatar

ceejayemm

14 Sep, 2021 04:44 PM

When (Transaction) Reminders are shown all my reminders are shown. It would be useful if an option could be added to allow the user to select:

a) only current reminders where the Last Date is blank or later than today
or
b) all Reminders, as it does today.

I have many 'old' reminders where the Last Date has gone by to keep track of previous payments made via Reminders so this option would let MD function as it does today or filter the list of Reminders to only those which are currently active.

Many thanks

Chris

  1. 1 Posted by -Kevin N. on 14 Sep, 2021 05:06 PM

    -Kevin N.'s Avatar

    Hi Chris,

    Does the Reminders Summary Page widget not show current Reminders?
    The drop-down on the widget provides 2 weeks, One month or This month options.
    The 'Upcoming' link provides 6 months.
    There's also the 'Future Reminders' extension that provides a user-defined date range.

    -Kevin N. (not a member of MD support)

  2. 2 Posted by ceejayemm on 14 Sep, 2021 05:26 PM

    ceejayemm's Avatar

    Hi Kevin

    Not sure what you are referring to below.

    I am meaning the Reminders section found under Tools / Reminders where I can add/edit/remove Reminders. There is nothing on that page which resembles your details below.

    Thanks

    Chris

    Sent from Mail<https://go.microsoft.com/fwlink/?LinkId=550986> for Windows

  3. 3 Posted by Stuart Beesley ... on 14 Sep, 2021 06:19 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    He’s referring to Menu/Manage Extensions/install: List Future Reminders. Then menu/extensions/List Future Reminders.

    (Not support, just a fellow user)

  4. 4 Posted by ceejayemm on 14 Sep, 2021 06:49 PM

    ceejayemm's Avatar

    Stuart

    Thanks for the explanation. I am afraid this is NOT where I want to see the new option. I want it to be on the screen used for maintaining Reminders (from Tools/ Reminders) to make the list of Reminders shown there easier to use.

    Thanks

    Chris

    Sent from Mail<https://go.microsoft.com/fwlink/?LinkId=550986> for Windows

  5. 5 Posted by -Kevin N. on 14 Sep, 2021 08:21 PM

    -Kevin N.'s Avatar

    Hi Chris,

    The Reminders widget resides right on the Summary Page.
    (Moneydance Menu bar > File > Preferences > Summary Page tab > here you can add the widget)

    See screenshot

    -Kevin N. (not a member of MD support)

  6. 6 Posted by ceejayemm on 15 Sep, 2021 07:58 AM

    ceejayemm's Avatar

    Kevin

    Thanks, I already have this widget in use BUT as I responded to Stuart it is not what I am asking for. I would like to be able to restrict, via a selectable option, only LIVE Reminders when I am maintaining them via Tools/Reminders.

    The attached screenshot shows some of my current list of Reminders and it is not easy to tell from this list which is the active Reminder when one of them needs changing.

    Thanks for your help.

    Chris

    Sent from Mail<https://go.microsoft.com/fwlink/?LinkId=550986> for Windows

  7. 7 Posted by tonyt on 15 Sep, 2021 08:14 AM

    tonyt's Avatar

    Could you add a *** to historical reminders to differentiate?

  8. 8 Posted by ceejayemm on 15 Sep, 2021 08:22 AM

    ceejayemm's Avatar

    Tonyt

    Yes I could but..

    There is already an option to add a ‘Last Date’ to the reminder, therefore a simple option to select current Reminders based on this date being blank or later than the current date doesn’t seem too much to ask for.

    Chris

    Sent from Mail<https://go.microsoft.com/fwlink/?LinkId=550986> for Windows

  9. 9 Posted by Kevin Stembridg... on 15 Sep, 2021 08:41 AM

    Kevin Stembridge's Avatar

    I think this is a great idea and I would like to see it expanded to just more than whether the reminder is live or not.

    In particular, I'd like to be able to filter on category. This would help me to find problems such as having more than one reminder set up for a given category in error.

    It might also be useful to be able to filter on the reminder amount (e.g. greater than $100).

  10. 10 Posted by ceejayemm on 15 Sep, 2021 08:48 AM

    ceejayemm's Avatar

    Kevin

    Great minds .... ! 

    Chris

    Sent from Mail<https://go.microsoft.com/fwlink/?LinkId=550986> for Windows

  11. Support Staff 11 Posted by Maddy on 15 Sep, 2021 01:45 PM

    Maddy's Avatar

    @All

    Thank you for the suggestions for improving Moneydance!
    I've filed a ticket in our ticketing system with your suggestions. By posting in this discussion your interest in the ticket has been registered. This is equivalent to voting for it. We will post on this forum thread when there are further developments on this topic.

    --
    Maddy, Infinite Kind Support

  12. System closed this discussion on 15 Dec, 2021 01:50 PM.

  13. ceejayemm re-opened this discussion on 05 May, 2022 11:22 AM

  14. 12 Posted by ceejayemm on 05 May, 2022 11:22 AM

    ceejayemm's Avatar

    Hi

    In have just updated to MD 2022.3 (4077) and this requested feature doesn't yet seem to have made it into MD. Is there any idea when this might actually be available?

    Many thanks

    Chris

  15. 13 Posted by dwg on 05 May, 2022 11:35 AM

    dwg's Avatar

    I'm a fellow user.

    I think there is some misunderstanding about the suggestions in the ticketing system.

    Adding an item to it only means that the suggestion has been added to this system, it does not mean that the suggestion has been considered, accepted for inclusion in Moneydance, scheduled or anything else.

  16. 14 Posted by roneydxb on 05 May, 2022 11:42 AM

    roneydxb's Avatar

    Im also a fellow user
    This is something that has been requested for quite a long time.

    Meanwhile, there is an alternative extension developed by Stu ( which has
    just become available ) and I now use.

  17. 15 Posted by roneydxb on 05 May, 2022 11:46 AM

    roneydxb's Avatar

    Look for LIST FUTURE REMINDERS

    Ps. Im not at my desk so not very sure of the name. If you search the forum for that name.. you will find a lot if info on it.

  18. 16 Posted by Stuart Beesley ... on 05 May, 2022 12:08 PM

    Stuart Beesley (Mr Toolbox)'s Avatar

    Yes it’s list future reminders and only 2 clicks to launch, the same as 2 clicks when clicking tools/reminders, but Chris said it’s not what he wants.

  19. 17 Posted by ceejayemm on 05 May, 2022 12:31 PM

    ceejayemm's Avatar

    I appreciate its still only a 'suggestion' but after more than 7 months it would be nice to know if ANY progress towards the MD application is being made. I think Stuart's enhancement is good but as he notes, and we have discussed before, this is not what I am asking for,

    Chris

  20. 18 Posted by roneydxb on 05 May, 2022 01:48 PM

    roneydxb's Avatar

    Stu,
    The difference is - earlier on, your FUTURE REMINDERS extension did not have the option to search. The latest version does have this. However, it only lists 'future' reminders.

    Perhaps you would like to add filters to it - with an option to list past/expired reminders - if there is demand for it. I certainly would find it useful.

  21. Support Staff 19 Posted by Ethan on 07 May, 2022 02:58 PM

    Ethan's Avatar

    There have not been any updates to this function. We are unable to speculate on when or if new suggestions will be implemented.

    Ethan
    Infinite Kind Support

  22. System closed this discussion on 06 Aug, 2022 03:00 PM.

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