Add an option to filter current reminders
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
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1 Posted by -Kevin N. on Sep 14, 2021 @ 05:06 PM
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 Posted by ceejayemm on Sep 14, 2021 @ 05:26 PM
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 Posted by Stuart Beesley ... on Sep 14, 2021 @ 06:19 PM
He’s referring to Menu/Manage Extensions/install: List Future Reminders. Then menu/extensions/List Future Reminders.
(Not support, just a fellow user)
4 Posted by ceejayemm on Sep 14, 2021 @ 06:49 PM
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 Posted by -Kevin N. on Sep 14, 2021 @ 08:21 PM
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 Posted by ceejayemm on Sep 15, 2021 @ 07:58 AM
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 Posted by tonyt on Sep 15, 2021 @ 08:14 AM
Could you add a *** to historical reminders to differentiate?
8 Posted by ceejayemm on Sep 15, 2021 @ 08:22 AM
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 Posted by Kevin Stembridg... on Sep 15, 2021 @ 08:41 AM
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 Posted by ceejayemm on Sep 15, 2021 @ 08:48 AM
Kevin
Great minds .... !
Chris
Sent from Mail<https://go.microsoft.com/fwlink/?LinkId=550986> for Windows
Support Staff 11 Posted by Maddy on Sep 15, 2021 @ 01:45 PM
@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
System closed this discussion on Dec 15, 2021 @ 01:50 PM.
ceejayemm re-opened this discussion on May 05, 2022 @ 11:22 AM
12 Posted by ceejayemm on May 05, 2022 @ 11:22 AM
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
13 Posted by dwg on May 05, 2022 @ 11:35 AM
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.
14 Posted by RJron on May 05, 2022 @ 11:42 AM
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.
15 Posted by RJron on May 05, 2022 @ 11:46 AM
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.
16 Posted by Stuart Beesley ... on May 05, 2022 @ 12:08 PM
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.
17 Posted by ceejayemm on May 05, 2022 @ 12:31 PM
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
18 Posted by RJron on May 05, 2022 @ 01:48 PM
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.
Support Staff 19 Posted by Ethan on May 07, 2022 @ 02:58 PM
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
System closed this discussion on Aug 06, 2022 @ 03:00 PM.