Reminders: Ability to permanently change reminder when entering a transaction

Blorg's Avatar


19 Sep, 2010 09:23 PM

Some reminders change periodically, say a slight increase in the amount per month. It would be nice if I could update the reminder when I was entering the transaction into the register. Currently it is a two step process. I first select the reminder, which opens the transaction details, I modify that transaction then store it in the register, then I have to go back into the main Reminders window and modify the reminder to be the new value as well.

MS Money (which I hate but am still very much used to) has two ways of handling this, I would love to see both of these implemented in Moneydance in some form:

1) Ability to set the "amount" of a reminder based on the past X values for that same transaction (I usually set this to be the last "1" value, so that when the reminder comes up it was always the amount of the last time I entered it)

2) When using the reminder to enter a transaction, have it automatically (via prompt) update the reminder values. For example, I click on the reminder to store the transaction, change the price to the "new" price, submit to my transaction, then it pops up saying something to the effect of "you have modified this transaction from the values stored in the reminder. Would you like to update the stored reminder with these new values? Yes/No"

  1. 1 Posted by Angie Rauscher on 19 Sep, 2010 11:01 PM

    Angie Rauscher's Avatar


    I think these are both good suggestions and can certainly see how they could be helpful to some of our users. I have created a ticket for this issue. The ticket is attached to this discussion. By posting in this discussion your interest in the ticket has been registered. This is equivalent to voting for it. We will post on this forum thread if and when there are further developments on this topic.

    Please let me know if I can be of further assistance,

    Angie Rauscher
    Moneydance Support

  2. System closed this discussion on 31 Mar, 2015 03:29 PM.

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