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About Reminders

Angie Rauscher -

You can use the Moneydance “Reminder” function to schedule reminder notes or transactions in advance. There are two different types of reminders:

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. These transactions can be entered automatically or manually.

Click on Reminders in the Moneydance sidebar to open the Reminder Calendar.

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 hi-lighted in yellow.

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