Types of Reminders

You can use Reminders to schedule reminder notes or transactions in advance.

There are two types of reminders available in Moneydance -

  • General Reminders
    These are text notes that appear in the Calendar and on the Home Page according to a set schedule.

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

Click on "Reminders" at the top of the side bar to open the Reminder Calendar.

Existing reminders are listed in alphabetical order, on the right of the calendar.

Reminders are also displayed in the calendar on the date(s) they are scheduled to occur.

Alternatively, you can access reminders by navigating to Tools > Reminders.