Need hyperlinks in Reminders

Brian Hawthorne's Avatar

Brian Hawthorne

22 May, 2009 07:38 PM

More and more of my accounts are switching to on-line statements. The big problem is that many of them have no OFX link, so I have to remember every month to download the statement from their website.

It would be great if I could setup hyperlinks and instructions on what to do in the Memo field of a general reminder. Then, Moneydance would remind me to get the statement, I could click on the link, have it launch my browser and then I could follow the instructions that I never remember from month to month for each different account.

  1. 1 Posted by Ben Spencer on 23 May, 2009 03:17 PM

    Ben Spencer's Avatar

    Hi

    I find it to be unfortunate that many financial institutions do not yet support direct Connect with OFX. And I understand that in many ways Direct Connect OFX is not in their interest. If the user has to go through their web page they have the opportunity to advertise and entice you into various special offers that make them money and reinforce customer loyalty.

    I have created a ticket for this feature request on the trac site. Here is the link.

    http://moneydance.com/trac/ticket/1888

    This does not guarantee that it will be implemented but does give users the opportunity to log in and vote to support it.

    Sincerely

    Ben Spencer

  2. Ben Spencer closed this discussion on 23 May, 2009 03:17 PM.

  3. Angie Rauscher re-opened this discussion on 09 Aug, 2010 02:06 AM

  4. 2 Posted by Blorg on 19 Sep, 2010 08:57 PM

    Blorg's Avatar

    +1 vote for this. I often put "notes" to myself in the memo field to help remind me what to do with various transactions (i.e. "Auto-pay", "Manual Online Pay", "Write Check") and having hyperlinks would be extremely helpful.

  5. 3 Posted by Angie Rauscher on 19 Sep, 2010 11:03 PM

    Angie Rauscher's Avatar

    I've attached the ticket to this thread, so these votes have been registered and you will be notified when further progress on this issue is made.

    Angie Rauscher
    Moneydance Support

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

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