Stay Organised with Money Tank Reminders

Money Tank’s Reminders feature helps you keep track of the important dates that don’t always show up in your bank feeds, things like renewals, deadlines, appointments and compliance milestones.

Instead of relying on scattered notes, emails or phone reminders, everything sits alongside your financial calendar in TaxTank. That means your key dates live in the same place as your cashflow and planning.

Reminders are designed to help you:

Reminders are created from the Money Tank calendar and can be assigned to:

This lets you organise reminders in a way that matches how you manage your finances.

Once created, reminders appear in:

They’re visually distinct from payment events, so you can quickly spot upcoming dates that need attention.

Users commonly create reminders for:

You can also add notes and attachments, so reminders double as a lightweight document tracker when needed.

If you manage multiple properties or businesses, filters help you focus on exactly what you need to see.

You can filter reminders by:

This makes it easy to switch between a big-picture view and a focused view.

If you’re new to reminders, these guides will walk you through the basics:

The biggest advantage is context. When reminders sit inside Money Tank, they’re connected to your financial activity. You can see upcoming deadlines alongside budgets, cashflow and events, giving you a clearer picture of what’s coming up.

It turns your calendar into a working dashboard, not just a date list.