Save and Reminders

Jerry Hancock's Avatar

Jerry Hancock

21 Jan, 2022 10:06 PM

As a suggestion.... tor me it would be very convenient to be able make a final decision when the reminder is finalized and enters the checkbook. By this I mean, it's great that the reminder shows up highlighted in the checkbook as it does, but I would like to be able to control when It gets finalized in the checkbbook instead of it automatically being finalized on the date. Hate to use an example from Quicken, but Quicken provides you the ability to finalize it in your checkbook and when it is entered into the checkbook.As it is, this keeps a permanent entry from being made without physically controlling it personally.

Secondly, It is a little inconvenient to get out of the program to save it and restarting the program. Would be nice to be able to save it within the program along with saving it upon exiting.

  1. 1 Posted by dwg on 22 Jan, 2022 12:52 AM

    dwg's Avatar

    I'm a fellow user.

    I'm not sure what you mean with your first suggestion. Moneydance has the ability to automatically post on the date or x days before that date but it also has the option to only post when you determine i.e. to select to apply the transaction.

    Moneydance automatically saves the data about every 20 seconds, it is not doing a save on close (apart from any outstanding data and performing automatic backups if set). If you want to do a forced save you can use the keyboard shortcut <CTRL> S (<Command> S on a Mac).

  2. Support Staff 2 Posted by Ethan on 22 Jan, 2022 03:47 PM

    Ethan's Avatar

    Hello,

    On the second issue, the previous post is correct in that Moneydance saves your data as you work. You should not need to quit the program to save it, although this will of course also trigger a final save before shutting down.

    On the first issue, I wonder if you've set up a transaction reminder with the auto-commit option checked? This would automatically put that transaction in your register at the specified time. It sounds like you perhaps don't want this option checked. This would have the reminder appear in the upper right corner of your Summary page as the due date approaches. Clicking on that reminder will bring up another dialogue where you can first modify exact details of the transaction before choosing to record it. This sounds like what you are asking for, but let us know how this isn't meeting your needs if you're describing something different.

    Ethan
    Infinite Kind Support

  3. 3 Posted by 07jaylin68 on 22 Jan, 2022 09:15 PM

    07jaylin68's Avatar

    Ethan,

     

    Thanks for your info. That pretty well answers my questions. I appreciate the insights. Just trying to get use to MoneyDance. I like the program and use it quite a bit, getting used to it.

     

    Thanks again,

    Jerry Hancock

  4. Support Staff 4 Posted by Ethan on 22 Jan, 2022 10:22 PM

    Ethan's Avatar

    Hi Jerry,

    I'm glad to hear things seem to be sorted out! Please let us know if we can be of further assistance,

    Ethan
    Infinite Kind Support

  5. Ethan closed this discussion on 22 Jan, 2022 10:22 PM.

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