Repeating Transactions Question

[romad]

IF I find them!

[romad]

Well, I installed it on my iPhone. I then used PMD 2.0.1 to: create and process a scheduled/repeating deposit for the 4th Wednesday of the month, and entered 4 checks I wrote to pay upcoming bills. I then synced the iPhone to PMD and everything transferred fine both ways. A repeating transaction I'd set-up in PMiOS 3.1.9 came through the PMiOS 4.0 install and sync with PMD 2.0.1 and now shows up in PMD. The only thing I noticed that my Future Balance no longer reflects any scheduled transactions.

[PDelena]

Right. So we can either see the future balance by setting up the repeating transactions to autopost x days in advance WITHOUT the reminder feature OR we can use the reminder feature but then lose visibility to the future balance in our account register. Make sense? IMHO, it seems like there is no way to accomplish what I'm looking for.

1. Paychecks and bills which are paid automatically via direct debit should post automatically with no notification.
2. Bills which require me to physically write a check or go to a website to pay (credit cards, etc) should give me a reminder that the bill needs to be paid but not post until I write the check/pay the bill.

[romad]

romad, how did you setup your repeating transaction for 4/1/12?

I forgot how I did it but I just went back and tried again.

OK, I just set up some repeating transactions for Daily, Weekly, and Monthly. I have set up repeating transactions to post 100 days in advance (Settings>Repeating Transactions) so I can now see my running balance up through July 14th, a Future Balance as of July 14th and a Current Balance as of April 5th (because I manually changed the date on my iPhone to that date so I could see if the RTs actually would process; they did)

Well, I'd better set my iPhone back to today's date and my RT post back to 0 days in advance.

Oops, I forgot to test the reminder setting.

[PDelena]

When you setup your transactions, did you use the new reminder feature?

[Feathers]

Right. So we can either see the future balance by setting up the repeating transactions to autopost x days in advance WITHOUT the reminder feature OR we can use the reminder feature but then lose visibility to the future balance in our account register. Make sense? IMHO, it seems like there is no way to accomplish what I'm looking for.

Yes, that's correct.

You appear to want to do something that's halfway between the two supported processes.