adding recurring transactions
Eveline
I am testing out Moneydance and one of the problems I had with the current accounting program was recurring transactions. It only allowed me to enter a max of 31 <units> (=days, weeks, months, years). I see Moneydance is a lot more flexible that way :D
But...one type of transaction is a payment that takes place on the fourth working day of the month; eg. this month it was the fourth, a few months ago it was the 7th. It is very important for me to always know when that is as that is the day I transfer money to my Credit Card and that transaction takes 2 days to arrive and if there are payments. to be done in these 2 days, they will be rejected; eg. For this month the payment arrived at my bank on the fourth, but then there was a weekend and the Credit Card Bank only received the money Today. Because of this, a subscription that is renewed every 90 days was rejected because it was due Yesterday. Yes, the oversight was mine but it is a bit part of why I want to use an acct manager so these oversights don't happen anymore.
I see no way to enter a transaction like this so how would you solve this problem?
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by Stuart Beesley ... on Oct 07, 2024 @ 02:46 PM
FYI - not possible with the current options, but that would be a great enhancement (that IK would need to program)...
Support Staff 2 Posted by Maddy on Oct 08, 2024 @ 12:35 PM
Hi Eveline,
Thanks for the suggestion for improving Moneydance!
I've filed a ticket in our ticketing system with your suggestion and the developers are currently looking into it.
Please let us know if we can be of further assistance!
--
Maddy, Infinite Kind Support
System closed this discussion on Jan 07, 2025 @ 12:40 PM.