[moneydance] Entering reoccurring bills?

[Big Bird]

THANK YOU!!  That solved that nagging problem.

Here's another one; when I imported my MS Money account into MoneyDance (MD)
things went fairly well.  It even imported my bill reminders from MS Money
into MD, but now I can't find those imported reminders to edit them?!?  Do I
have to enter all of them manually to see them in my MD 'reminders' list?

Phil
I'm moving from a PC to a Mac soon and don't want to give up good financial
software...

-----Original Message-----
From: moneydance-info-bounces at moneydance.com
[mailto:moneydance-info-bounces at moneydance.com] On Behalf Of Anthony Bayer
Sent: Thursday, November 20, 2008 5:39 AM
To: General discussion related to Moneydance
Subject: Re: [moneydance] Entering reoccurring bills?

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?
>
>
>
>
>
> Phil
>
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> moneydance-info mailing list
> moneydance-info at moneydance.com
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