Transaction Reminders

Transaction Reminders are transactions that appear on the calendar according to a set schedule.
These transactions can be recorded into your register directly.

Create Transaction Reminder -

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

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

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

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

reminder_calendar.png  

You can also create a Transaction Reminder from a transaction in any account register.
To do this, right-click (or press Ctrl and click) on the transaction you'd like to use.
This will display the context menu.
In this menu, choose "Create Reminder from Transaction".

Transaction Reminder Details -

Enter a name for the Transaction Reminder in the Description 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.
 

At the bottom of the window, you can enter the transaction details.

Select the appropriate Account for the transaction by clicking the arrows on the left.
In the screenshot below, "Bank Account 1" has been selected.

You must enter a Description, Category, and Payment/Deposit amount.

You may also choose to enter a Check#, Memo, or Tag (but these fields are not required).

tran_reminder.png

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
 

repeat_reminder.png

Auto-Commit -

You can select “Auto-Commit” (just above the transaction detail fields).
This will automatically enter the transaction in the account register.

The transaction will be entered into the account a set number of days before the transaction is scheduled.

You must enable the "Auto Commit" check box.
Then specify how many “Days Before Scheduled” you'd like the reminder to be applied.

If you specify “0” Days Before Scheduled, the transaction will be applied on the day it is scheduled.

auto_commit.png

If the Auto-Commit box is not checked, the transaction will not be applied to your register until/unless you manually apply the reminder.

You'll find information about applying reminders in this article.

Edit Transaction 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 Transaction 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".

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