When your budget is set up as transaction reminders, the Reminder Review can show if you’re on budget by comparing your actual spending over a given period in the past against your transaction reminders for that period.

General Reminders are text notes.

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

Transaction Reminders are transactions that appear on the calendar according to a set schedule.

Upcoming and Overdue Reminders -

Reminders can occur one time or they can be repeated.

Recording loan payments in Moneydance can be made easier using loan payment reminders.

Peer-to-peer (p2p) lending accounts are growing more popular, and you can easily track this kind of investment in Moneydance.

Here's how to get up and running with Foresight budgeting using transaction reminders

Money Foresight started out with just the forecasting functionality. The Reminder Review feature was added as a way to verify the accuracy of the forecast. If your reminders aren’t in line with your actual spending then you can’t trust the forecast. So the review functionality was intended to show where reminders needed to be adjusted.

The Reminders module displays a list of all upcoming and overdue reminders.

When viewing an account, you can right-click (or press Ctrl and click).

You can read more about Loan Reminders towards the start of this article.

This opens the Reminders calendar where you can view any upcoming or overdue reminders.

You can find more information about transaction reminders in this section of the knowledge base.

When creating a loan you may enter payments manually, or choose to schedule a recurring transaction reminder which will allow Moneydance to track how many payments have been made on your loan, how many are left, and the interest to principal ratio.

Auto-commit Reminders

You can use loan payment reminders for your regularly scheduled payments.

Displays a list of all reminders and the reminder calendar.

Open the Reminders window