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 - JUST A FELLOW USER and Toolbox ‘guy’'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

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