Knowledge Base

Knowledge Base Categories

How to create custom date reminders (bi-weekly, quarterly, etc.)

Often one would require setting up reminders for different types of date occurrences. That's no problem with Moneyspire!
Note: If you don't need to review and confirm the transaction reminder, it's recommended to select Moneyspire to automatically record the transaction reminder.

Bi-weekly reminders (fortnight / 14 days)

One may have some regular transactions that happens every 2 weeks, salary, for example. You can add a reminder for them if you set the Frequency to Daily and select 14 days, meaning, the transaction would appear on the calendar every 14 days.


You would similarly set up a reminder for every 4 weeks (every 28 days):



Reminder on the 1st / 2nd / 3rd / 4th week of the month (for example, second Wednesday of the month)

Some companies pay salaries on a specific day of the week (for example, on the second Wednesday of the month). It's very easy to create a reminder for such transactions in Moneyspire. One just has to select the Weekly Frequency, then select the day of the week to remind you by (for example, Wednesday). Finally, set the Occurrence for the number of the day of the week (Second) and the first reminder date.



Quarterly reminders (every 3 months)

Sometimes you would have to make quarterly payments like taxes. To set up a reminder for them, select Monthly Frequency and Occurrence: every third.


Bi-annual reminders (every 6 months)

Some may have special arrangements that come once in a while, like every 6 months. To set up reminders for such transactions, select Monthly Frequency, and Occurrence: every sixth.