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How to edit or delete a Reminder

Learn how to edit or delete reminders in Money Tank to keep your calendar accurate, update details, or remove outdated reminders instantly across your dashboard.

Updated over a week ago

Update reminders as things change

Plans change, dates move, and sometimes reminders are no longer needed. You can edit or delete any reminder directly from the Money Tank calendar. Keeping reminders up to date helps your calendar stay accurate and useful.

How to edit or delete a reminder

  1. Go to Money Tank → Calendar

  2. Find or search for the reminder

  3. Click the reminder in the calendar

The reminder details window will open.

From here you can:

  • Select Edit Reminder to update the details

  • Select Delete Reminder to remove it completely

Any changes save instantly and update everywhere the reminder appears, including your dashboard and Events panel.

When should I edit vs delete?

Edit a reminder when:

  • a date or time changes

  • you want to add notes or attachments

  • you want to add or adjust repeat settings

  • the reminder still applies, but needs updating

Delete a reminder when:

  • it’s no longer relevant

  • the event has permanently passed

  • it was created by mistake

Keeping your reminders tidy makes it easier to focus on what’s coming up.

Q&A

If I delete a reminder, can I undo it?

No, deleting a reminder permanently removes it. If you might need it again, consider editing the date instead of deleting.

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