Adding Reminders
Reminders help you remember payments, deposits and other general memos. To add a new reminder, click on the Tools->Reminders menu option and then click the Add button. Below is an explanation of the fields you have to fill in:
Description
This is the description of the reminder. It can be anything you want, such as "Electric Bill" or "Call the bank."
Source Account
This is the account that the funds will come from or go to. For example, if you are paying your
electric bill from your checking account, you would select your
checking account in this box.
Number
This
is the reference number of the transaction reminder, such as the check number.
This field can also specify the transaction's type (such as ATM) and
comes with some common transaction types built-in. However, you can add
custom transaction types by selecting the Tools->Number Items menu option. This field is optional.
Payee
This is the
transaction's payee. For example, if you are paying your electric
bill, the payee will be the name of your electric company.Category
This
is the transaction's category, which specifies where the transaction's
amount is going to or coming from. For example, if you are paying
your electric bill, the category can be "Bills:Electric." If
you want to transfer money to another account, select the destination account in
this box.Debit
If the transaction is a withdrawal or charge, enter its amount here.Credit
If the transaction is a deposit or credit, enter its amount here.Split
If this transaction contains more than one item (such as two checks) then you can click the Split button to specify the individual items.Memo
This is the transaction's memo, or the general reminder memo. This is optional.
Transferring money to another account
Moneyspire allows you to easily transfer money from one account to
another. For example, if you are adding a withdrawal transaction
to your checking account, and you want to credit that amount to your
credit card account, just specify the credit card account in the Category
box. Then the withdrawal amount will be transferred
from the checking account and credited to the credit card account.
This feature lets you easily move money around in between
accounts, in the same way you move money around in
between categories.
Next Date
This is the due date of the reminder.
Repeat Every / Repeat Until
This
is where you specify if and how often the reminder repeats
(i.e. once a month), and if and when the reminder ends.
Automatically record reminder
If
this box is checked, the reminder will automatically be recorded when
it is due. If this box is not checked, you will have to manually click
on the reminder when it is due and review it.
Configure Online Bill Pay
Click this button to configure online bill pay.
This option is only available if your account is configured for Direct
Connect, and if your financial institution supports online bill pay via
software. If the Configure Online Bill Pay button is grayed out, that means your financial institution does not support online bill pay via software. Once your reminder is configured for online bill pay, you can
pay the bill online by viewing the reminder and then clicking the Pay Online & Record button.