General Reminders

General Reminders are text notes.
They are designed to remind you of an event, bill, or other financial event.

Create General Reminder -

You can create a General Reminder by selecting Reminders at the top of the side bar.

Select the + button at the bottom right of the screen.
And choose "New General Reminder".

Or click on the appropriate date in the calendar.
Then choose "Create General Reminder on DD/MM/YYYY"
 

Alternatively, you can select Tools > Reminders.
Then choose "New General Reminder".
 

General Reminder Details -

Enter a name for the General Reminder in the Description field.

Then enter the required text in the Memo field.

The First Date is the first date the reminder will occur.

The Last Date is the last date the reminder will occur.
If you leave this field blank, the reminder will continue indefinitely.
 

Recurring Reminders -

Reminders can occur one time, or they can be repeated.

When you create a reminder, you'll see the "Repeat every..." option.
This offers a number of different date tabs.

A reminder will occur on all dates you specify in ANY and ALL tabs.

You'll find more information about repeating reminder frequency in this article
 

Edit General Reminders -

Select Reminders at the top of the side bar.
Then double-click on the reminder name, in the list on the right.

Alternatively, you can select Tools > Reminders.
Then double-click on the reminder name, in the list on the right.
Or highlight the reminder name, and choose "Edit Reminder".
 

This will display the reminder details, which you can amend as required.
Then press OK and the changes will be applied.
 

Deleting General Reminders -

Select Reminders at the top of the side bar.
Highlight the reminder name, in the list on the right.
Then press the minus - icon at the bottom of the list.

Alternatively, you can select Tools > Reminders.
Highlight the reminder name, in the list on the right.
Then choose "Delete Reminder".