CFOPres
Level 2

Other questions

All of my reminders require editing before they are recorded because the amounts or something varies period to period.

 

My problem is I have no Task drop-down list above the Dashboard.  I have logged in with Chome and Edge and I'm concluding that I am just looking in the wrong place.  Can anybody direct me to a screenshot of this dropdown list?  All I have is the gear with the recurring transaction list, which is basically just a list of templates that don't really serve a reminder function.