[moneydance] moneydance-info Digest, Vol 42, Issue 8

L Pfeffer Lpfeffer at verizon.net
Mon Jan 8 13:36:46 EST 2007


> Date: Sun, 7 Jan 2007 18:33:29 +0000
> From: "Sean Reilly" <sreilly at seanreilly.com>
> Subject: Re: [moneydance] Fixing my Loan Reminders
> To: "General discussion related to Moneydance"
> 	<moneydance-info at moneydance.com>
> Message-ID:
> 	<742de1190701071033i2951a171kd805934c1a71a5ec at mail.gmail.com>
> Content-Type: text/plain; charset=UTF-8; format=flowed
>
> You can probably (on a copy of your data file, just to be safe)  
> delete the
> existing reminder and payments for your loan and then re-create the  
> reminder
> but back-dating the starting date for the reminder to when you want  
> the
> principal/interest payments to start.  You can then just accept each
> "overdue" loan transaction reminder, assuming the interest is  
> calculated
> correctly for your loan.

Actually, it's a bit more complicated, because the reminder is linked  
to the loan. Here are the steps I took:

1. Copy my data file

2. Delete the old Mortgage Payment reminder

3. Create a Liability account to match my loan, with no opening balance

4. Go to the Edit screen on my mortgage. Change nothing; click OK

5. Yes, transfer the amount of the loan into an account, using the  
Liability account I just created.

6. Now, I get a dialog box asking me to create the Reminder, which I  
do the way Sean mentioned. I named it "Split Mortgage Transaction, so  
I'll know I need to use it!

Thanks Sean, for helping me fix this. BTW, have I mentioned how much  
I like Moneydance and it's creator?

--Liz


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