Reminders Overview

Setting Up Reminders Reminders are automatically generated notes to yourself, alerting you to upcoming expenses and incomes. Reminders can also be used for other things, as outlined below in Method 2. This tutorial will show you how to set up Reminders in Finance Trails. Method 1 – When Adding Incomes, Expenses, and Accounts Whenever you add an income or expense to Comiteg that is future dated, or is a periodical, you can set up a reminder for it. When adding details of any income or expense (in the "Add Income", "Add Expense", and "Add Account" dialogs), select the box "Would you like to set up a reminder for this payment?" Some new fields appear. Here you can set the method you are reminded by (currently, email, as well as the Reminder system inside Finance Trails); and the time before the payment is due the you will receive this reminder. In the screenshot, we have selected to receive an email 3 days before our electricity bill is due. That's it. You have set up a reminder for your payment. To see all of your current reminders, and also to edit or delete them, go to the Reminders Page in Finance Trails. Method 2 – Adding Custom Reminders Custom reminders are user defined, and are not directly related to activity in your income and expense trails. You might want to use custom reminders to leave notes for yourself about payments or other activities. Here is how you add a custom reminder. Go to the Reminders Page in Finance Trails, and select "Add Reminder". Select the date for the Reminder, the Method of Delivery, and enter the text for the reminder. In this screenshot, I have elected to get a reminder on the 21st of July by email, that there are 5 days left to register and pay for a new university course I am considering enrolling in. Click "Save" and that's it – your reminder appears in your Reminder Stream. To see all of your current reminders, and also to edit or delete them, go to the Reminders Page in Finance Trails.