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Record Next Occurance

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moneytalks

15 Feb, 2023 11:55 AM

I rely heavily on the reminders features of this wonderful app. I have scheduled transactions scattered throughout the month, that all auto-commit the day before payday.

However, my company has a couple of months where they pay me a week early (Christmas and January) and when this happens, I need to go to each transaction reminder in the calendar and click "Record Next Occurance" on each one for the whole moneth to get them to appear in the relevant account. One some days the list drops off the bottom of my screen and I cannot see the reminder to click it.
I know I could just set them all to commit a week early, but it would be lovely if there was a "Record next accourance" for ALL reminders for that day.

Thanks
Rob

1. 1 Posted by mhoggie on 15 Feb, 2023 02:32 PM

   

   just a user,

   You might just try adding an additional reminder for those months where they record a week earlier. Then limit the date range of the normal reminder to exclude the Dec and Jan months. You could also create 12 individual annual reminders for each month and set them each to specific dates you need. l think you should be able to set every thing up to do it all automatically with multiple reminders.

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2. 2 Posted by Stuart Beesley ... on 15 Feb, 2023 08:27 PM

   

   Does the list future reminders extension help? Double click an entry to record next occurrence. ??

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3. 3 Posted by moneytalks on 16 Feb, 2023 09:36 AM

   

   @mhoggie

   I think the answer is just to push all the remonders forward enough to cover all variations in pay date. I was only enquiring / suggestiing if a bulk manual method was possible. Thanks .

   @Stuart
   I've just installed to take a look. It will certainly help with the reminders that drop off the bottom of the screen on the context menu. So thank you for this suggestion.

   I would still have to manually record the "next occurance" on 45 individual reminders though.

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4. 4 Posted by Stuart Beesley ... on 16 Feb, 2023 09:45 AM

   
   
   
   

   Regards Stuart B

   
   On 16 Feb 2023, at 09:37, moneytalks <[email blocked]> wrote:
   
   

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   // Please reply above this line ================================================== From: moneytalks I've just installed to take a look. It will certainly help with the reminders that drop off the bottom of the screen on the context menu. So thank you for this suggestion. I would still have to manually record the "next occurance" on 45 individual reminders though. On Wed, Feb 15 at 12:27 PM PST, Stuart Beesley (Mr Toolbox) wrote: Does the list future reminders extension help? Double click an entry to record next occurrence. ??

   Having trouble reading this? View this discussion online: Record Next Occurance. To unsubscribe and stop receiving emails from https://infinitekind.tenderapp.com, visit this page

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5. 5 Posted by Stuart Beesley ... on 17 Feb, 2023 06:41 PM

   

   Hi Rob,

   OK, I liked your request.. So I have added this into the latest list_future_reminders extension... It's on my page:

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

   Direct download here:
   https://github.com/yogi1967/MoneydancePythonScripts/raw/master/list...

   download, unzip, it contains a .mxt file. Double click this file to install..

   Right click a reminder on the DATE you want to auto-record. Select Record all next occurrences for same date...

   I've tested it... But please File/Export Backup the first time, just in case any problems.

   Let me know?

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6. 6 Posted by Stuart Beesley ... on 17 Feb, 2023 06:51 PM

   

   So if you/anyone can think of other useful (similar) things like this, shout and I will add them.

   ??

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7. 7 Posted by Stuart Beesley ... on 19 Feb, 2023 07:45 AM

   

   Rob, any good?

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8. 8 Posted by moneytalks on 19 Feb, 2023 09:08 AM

   

   Good morning Stuart

   Apologies for the late reply. For some reason I couldn't get onto the forum
   and the reset password link is not working, so replying via email

   I have tested the update to the extension and it works brilliantly. I have
   never really used that extension either and it looks really useful.

   Thank you so much for implementing this feature into it.

   Rob

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9. 9 Posted by Stuart Beesley ... on 19 Feb, 2023 11:45 AM

   

   👍 If u can think of other improvements, let me know?

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10. 10 Posted by dharr on 12 Mar, 2023 02:12 PM

    

    I would like the option in reminders to record all reminders not already recorded in a particular month.
    I have them all to X days early and reconcile and move money at end of the month but if I'm going away and I want to reconcile and move money early

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11. 11 Posted by Stuart Beesley ... on 12 Mar, 2023 05:35 PM

    

    @dharr - good request.. OK, I have added the right click: Record all next occurrence(s) for same month' option.. Please download latest build (1022) from my site: https://yogi1967.github.io/MoneydancePythonScripts/

    Please BACKUP first and have play on a test copy first...

    Let me know how this goes for you?

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12. 12 Posted by dharr on 13 Mar, 2023 04:35 PM

    

    Hi Stuart, that’s great, Thanks.
    I’m just going on holiday so will try it out when I get back.
    Cheers, Duncan

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13. 13 Posted by dharr on 25 Apr, 2023 11:23 AM

    

    Back from holiday and used the record all transactions for same month. Worked like a dream, thanks Stuart very much.

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14. 14 Posted by Stuart Beesley ... on 25 Apr, 2023 01:46 PM

    

    👍

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15. System closed this discussion on 25 Jul, 2023 01:50 PM.