Print reminder calendar
Would it be possible to have an option to print the reminder calendar to show upcoming reminders 3, 6 or maybe 12 months in advance?
I understand the printout may be reduced in size, but would be helpful to track upcoming events.
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1 Posted by Stuart Beesley ... on 07 Sep, 2024 02:11 PM
Extension, list future reminders.
2 Posted by cdr on 07 Sep, 2024 02:46 PM
Thanks Stuart, I'll check it out.
3 Posted by cdr on 07 Sep, 2024 07:18 PM
Just what I was looking for.
Thank you Stuart.
4 Posted by Stuart Beesley ... on 07 Sep, 2024 08:07 PM
LFR +1 😃
5 Posted by davet65 on 22 Sep, 2024 01:50 AM
I have a further suggestion/request.
I have used your extension to print out a list of my Reminders for estate planning purposes, to list all the bills/payments, how I receive the bill, how I pay it, etc. [Thank you for that ability, Stuart.] I have accomplished this by putting in a very detailed Reminder description - see below for sample [assumes monthly unless noted]. But what I would really like to do is print the WHOLE LIST without regard to schedule and without duplicate entries, showing all the routine financial transactions I make.
Using existing extension for the next month gets it 90% right, but yearly payments for example, can be lleft out.
ACCOUNT ACTION AMT
XXX Checking Chase ZZZZ - email Bill, man XXX ePay $-500 [typ]
YYY IRA eDep to XXX Checking $1,435
XXX Checking Mazda Loan - eBill, auto chg to XXX Check $-552
6 Posted by davet65 on 22 Sep, 2024 01:54 AM
I couldn't make the columns line up in the example, but you get the idea: 3 columns - ACCOUNT ACTION AMT
7 Posted by Stuart Beesley ... on 22 Sep, 2024 06:46 AM
@davet65 have you looked at the extract_data extension, option extract_reminders?
8 Posted by davet65 on 23 Sep, 2024 02:41 AM
Thanks for the tip, Stuart. I just don't look at the Extensions unless led to them - like you did.
I have not had a lot of time to explore the extension today, but it WILL do what I want. A couple of things I noticed right away: It prints very small since there are so many columns. I do see I can move them. Can I hide the ones I don't want to print? And if I have a Split, it shows the split lines, which I would just as soon leave off. Is the solution to all of these to extract as CSV and then format in the spreadsheet? That would be just fine for the 1/year or so that I would want to do this printout.
Thanks again.
9 Posted by Stuart Beesley ... on 23 Sep, 2024 06:12 AM
… format in excel… probably, yes
👍
10 Posted by davet65 on 13 Oct, 2024 11:43 PM
I am just getting around to investigating extract_data; reminders to do what I wanted -- Sept 21 post.
If I choose Display Data, the spreadsheet-type format displayed is what I can work with, but I can only Print it. If I choose CSV Extract Data, the file content is very different. The data is somehow broken up and not easily fixed by cut/paste/move columns and rows. For example, a key column for me is Reminder Description. In the Display Data output, it shows my input correctly as "Macy's - mail bill man ESL ePay" [missing only a ,]. And that appears to be the same output as Extract Data: show Reminders. But the CSV file has the data completely "broken up" and that field shows a blank [Split transaction] with the rest of the words separately in succeeding columns [NetAmount, etc] and rows [for the Split]. I know I can "print" the Display Data output as a .pdf, but that doesn't allow me to edit the rows and columns. Am I missing somewhat that allows me to export that Display Data output as a CSV??
11 Posted by Stuart Beesley ... on 14 Oct, 2024 07:37 AM
I suspect that when you import into excel that the wrong options are being used and it’s using another character as the field delimiter.
Said differently, you need to import and use the comma character as a delimiter (unless you changed the delimiter in the extract data setup screen). Try opening a new spreadsheet and then using the file / import / data / import wizard and ensure that you say delimited with comma?
12 Posted by Stuart Beesley ... on 14 Oct, 2024 07:37 AM
Ps. What Os? What version of excel? What country are you in?
13 Posted by davet65 on 14 Oct, 2024 06:45 PM
You diagnosed correctly; thank you. I appreciate your support.
My Office Suite is actually LibreOffice, v24.8.1. Running on Mac OS 14.6.1, Mac Mini M1. USA
My import settings had a check on the "Space" Separator Options Box in addition to the "Comma" Box . When I got rid of that, it imported as I wanted. It still had ' as a String Delimiter.
And since I played around with your parameters prior to your note, did I get the default Extract Parameters reset properly to mm/dd/yyyy [for me], 365 days, Write BOM checked, Write parameters checked, none others checked.