Duplicate Reminders
At the moment there is no easy way to create a new Reminder when it's 95% like an existing Reminder (for example, everything the same except for the description, or account). You must start from a blank Reminder and re-enter everything manually.
There is not even an easy way to re-enter fields manually as two Reminders can't be displayed at the same time, so it's impossible to Copy /Paste field content between them.
My suggestion is to add a "Duplicate Option" when you right-click a Reminder. This would create a new identical Reminder that could then be edited. At the moment there is a Copy option which does nothing other than copy the Reminder Description text.
Screenshot_2025-02-17_at_12.27.21 pm.png
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1 Posted by derekkent23 on 17 Feb, 2025 07:47 AM
I am not support staff, just a user.
Hi Paul.
This may work for you.
If a Transaction Reminder you want to duplicate has already been entered into an Account register, highlight that existing transaction and right click. Select CREATE REMINDER FROM TRANSACTION and edit the contents of the window that opens.
Hope this helps.
2 Posted by paul.blake.1005 on 17 Feb, 2025 08:22 AM
Thanks for replying. I'm creating future Reminders that have no past transactions so that feature doesn't help.
3 Posted by mhoggie on 17 Feb, 2025 01:25 PM
just a user,
If using window 10 and you simply want to view an existing reminder to assist creating a new one, just use the win 10 screen snip feature. Open the old reminder where you can review the config info, left click the far right corner win 10 screen icon and choose screen snip. Now lasso the portion of the screen image with your mouse that you want to review, release the mouse button, click the resulting screen popup and now you have a copy of that image which you can save, print, view, whatever.
4 Posted by paul.blake.1005 on 17 Feb, 2025 01:56 PM
Yes, I was forced to do screenshots too. A clunky solution that still forces you to retype everything.
You can duplicate transactions; you should be able to duplicate reminders.