Transaction Reminders

Thomas Krishan's Avatar

Thomas Krishan

23 Feb, 2023 08:47 PM

I have two regular transactions from different organizations that are repeated on a monthly basis by day of the week and the number of instances that month.. For example, the third Monday of every month or the second Friday of every month.

It would be nice to be able to set this sort of Transaction Reminder in Moneydance

  1. 1 Posted by dtd on 23 Feb, 2023 09:41 PM

    dtd's Avatar

    just a user - I guess I don't understand the suggestion - can't you already do this under new transaction reminder/weekly tab? And if you want both date sets, just make two reminders?

  2. Support Staff 2 Posted by Maddy on 24 Feb, 2023 01:39 PM

    Maddy's Avatar

    Hi Thomas,
    Thank you for contacting Moneydance support.

    You can select multiple days in a single month on the monthly tab, and set the number of days between reminders on the day tab.
    For further information, please see here.

    I hope this information is helpful. Please let us know if you have further questions or need more assistance.

    Maddy, Infinite Kind Support

  3. System closed this discussion on 26 May, 2023 01:40 PM.

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