Home → Suggestions →

Forsight Forcast Reminder Summary

• Edit

mward3922

25 Sep, 2024 09:25 PM

The Forsight Forcast Reminder Summary could be improved by including Frequency information. This would make it an excellent tool for overviewing the analysis of Reminders, especially if you could link through to the reminder to edit it.

1. 1 Posted by mward3922 on 26 Sep, 2024 12:04 PM

   

   Ok, Found the answer.

   Extensions/Extract Data/Extract/Extract Reminders

   Very helpfully, it allows you to drill through to the Reminder in order to edit it.

   The only bugbear is that if you have sorted the Remainder data, once you drill through to edit the Reminder, when you close the edit and return to the Reminder list then it dumps your sort! Not a biggie, but should be easy enough to sort.

   Also can we add the Reminder Tags to the List Display? I use this to note the Banks Mandate Number.

   • Edit

2. 2 Posted by Stuart Beesley ... on 27 Sep, 2024 11:31 AM

   

   @Martin

   (Tip for next time... Please raise a new thread/ticket for new things - like Enhancement requests - and in the right forum (e.g. extension development)... If you mix requests within another topic, it's likely to get very lost).

   OK - extract_data: reminders....
   - I have added tags - I have changed the sort, not to reset after an edit.

   Grab latest PREVIEW (1045) from my site:
   https://yogi1967.github.io/MoneydancePythonScripts/

   Let me know..?

   • Edit

3. 3 Posted by mward3922 on 03 Oct, 2024 10:19 PM

   

   Noted comment about mixing threads.

   Apologies for the tardy response.

   Have imported Data Extraction Extention and can confirm that the Reminder Overview now 'holds' any sort applied before a Reminder is viewwd or edited. Also, the Reminder Tags are now included

   Thank you very much.

   • Edit

4. 4 Posted by Stuart Beesley ... on 04 Oct, 2024 05:38 AM

   

   👍

   • Edit

5. System closed this discussion on 03 Jan, 2025 05:40 AM.