[moneydance] Entering reoccurring bills?
Anthony Bayer
bogor at mac.com
Thu Nov 20 08:39:17 EST 2008
Assuming they occur at fixed intervals:
Open Reminders above the calendar.
Click on New Transaction Reminder.
Give it a name in the window that opens (Description)
Enter the first date of the transaction. If it is for a fixed term,
click in the Last date box and enter a date.
Select whether it is daily, weekly, monthly, or annually. Each period
gives you a different way to schedule the payments. A little lateral
thinking is required to determine which category is best for your
transaction. Some periods seem unavailable - for example I have not
been able to work out one for quarterly.
Select the account the item is to be charged to.
Enter the transaction details: Description (as it is going into a
current account, this will presumably be the Payee), Category (of if
it is a transfer to another account, the name of the account), the
amount and a memo if needed.
Select auto-commit and set it to at least one day before. Set it
earlier if you want to get a warning in the ledger of the charge
coming up.
Click OK and hopefully Bob's your uncle.
A
On 2008 Nov 20, at 20:15 , Big Bird wrote:
> How do I enter reoccurring bills into my checking account?
>
>
>
>
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> Phil
>
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