Memorized Transactions as Reminder Entries

I'm using memorized (and scheduled to repeat) transactions to enter monthly payments in a check register.

In one case, the payments are actually done by automatic transfer - so they aren't actually "checks" but this works fine because the entries are made but once and the payments are made but once.

In another case, payroll liabilities, the idea is to remind that the check has to be prepared. In this case, the memorized / scheduled transaction is intended to be a reminder that an actual check has to be prepared. The problem is deciding which one to delete after preparing the real check. They both show as "checks".

I suppose I could delete the "dummy" transaction before preparing the real one. But that requires a "rule" for bookkeeping. Not a difficult one but an added thing to remember.

Other suggestions would be appreciated.

Fred

Reply to
Fred Marshall
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Take a look at the To-Do list under the Company menu. This might be your answer.

Create your liability check dated in the future and set an To-Do item to remind you to actually mail the check (or go online to submit the payment).

Reply to
Laura

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