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jm617916

27 Mar, 2017 03:28 PM

Hi,
I have accessed Moneydance on Windows 10 to replace my former accounts programme which caused a lot of problems. I cannot find any way to make Moneydance enter regular items such as monthly standing orders or direct debits automatically. Can anyone advise me?

  1. 1 Posted by Ian O on 27 Mar, 2017 03:29 PM

    Ian O's Avatar

    Hi John,

    You can use reminders to accomplish this, from within Tools --> Reminders, and select 'New Transaction Reminder'. You can enter the relevant transaction details, and enter the 'repeat' frequency for the transaction. You can also have the transaction enter the register manually or automatically by using the 'Auto-Commit' option. Selecting '0' days will enter the transaction on the selected date. You can read more about Reminders within this this article.

    I hope this information is helpful. Please let me know if you have any questions.

    Ian O
    Infinite Kind Support

  2. System closed this discussion on 26 Jun, 2017 03:30 PM.

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