Types of Reminders

You can use the Moneydance “Reminder” function to schedule reminder notes or transactions in advance.

Click on Reminders in the Moneydance sidebar to open the Reminder Calendar.
Alternatively, you can navigate to Tools --> Reminders.

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

All reminders are also listed in the calendar on the date(s) they are scheduled to occur.
Dates in the calendar which have reminders that have not yet been recorded or acknowledged are highlighted in yellow.

There are two types of reminder available for use within Moneydance, general and transaction -

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

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