Better visibility/organization for reminders/scheduled transactions

phxsawdust's Avatar


01 Mar, 2011 02:27 AM

I make a lot of use of reminders for transactions. I could really use a list of reminders that shows date, frequency, amount, etc in a nice table. An editable table would be even better. The calendar view is actually pretty hard to use to get an over view of your scheduled transactions.

  1. 1 Posted by Angie Rauscher on 09 Mar, 2011 08:05 PM

    Angie Rauscher's Avatar

    I think this is a great idea, and it would certainly be useful for me! 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. You will be automatically notified when updates are available on this feature.

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

    Angie Rauscher
    Moneydance Support

  2. 2 Posted by -Kevin N. on 09 Mar, 2011 08:19 PM

    -Kevin N.'s Avatar

    Hi phxsawdust,
    The 'Upcoming Items' list provides much of this information. To display the link to 'Upcoming Items' on the Home Page, go to File > Preferences > Home Page tab. From the 'Available Items' section add 'Reminders' to one of the columns of the Home Page.
    HTH -Kevin N.

  3. 3 Posted by phxsawdust on 10 Mar, 2011 06:15 PM

    phxsawdust's Avatar

    Thanks for the tip. I do use that feature on my home page, but what I am looking for is an overall editable view of my reminders/scheduled transactions. Table form would be best. My scheduled bills stay the same for most of the year, but every few months I go in and update the info for the things that have changed. It would help greatly to have a list where I could see all the transactions with their dates and amounts in one place. IIRC, the home page list is limited in size and detail. Thanks for the attention to my request, I seriously doubt intuit would have even given me the courtesy of a reply.

    Sent from my iPhone

  4. System closed this discussion on 31 Mar, 2015 03:34 PM.

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