What is the Reminders Module?
The Reminders module is your financial calendar â a place to register every recurring payment obligation, income expectation, or one-time financial deadline. Unlike the Budget Planner (which plans amounts), Reminders focus on dates and actions: making sure you never miss a payment, never forget to renew a policy, and never miss a tax filing deadline.
Reminders are deeply integrated with the rest of Wevanta â the Document Vault creates reminders automatically when you upload an expiring document; the Loans Given module creates reminders for repayment due dates; and you can manually create any reminder for any financial event.
Step 1: The Reminders Dashboard
Go to Planning â Reminders. The top of the page shows four KPI counters calculated in a single database query:
| Counter | What It Counts |
|---|---|
| Overdue | Reminders with status overdue â their due date has passed and they have not been marked paid. |
| Due This Week | Pending reminders due between today and 7 days from now. |
| This Month | All unpaid reminders due in the current calendar month. |
| Paid This Month | Reminders marked as paid during the current month â your completion rate indicator. |
The list below is sorted by urgency: Overdue â Pending â Paid, and within each group by due date ascending.
Step 2: Creating a Reminder
Click đ New Reminder. Every field explained:
| Field | What to Enter | Required? |
|---|---|---|
| Title | A clear, action-oriented name. Examples: "HDFC Home Loan EMI â May 2026", "LIC Premium Due", "Zerodha SIP 5th", "HDFC Credit Card Bill", "Electricity Bill", "File ITR before 31 July". Maximum 150 characters. | â Required |
| Category | Choose from: đ EMI (loan repayments), đ SIP (mutual fund), đ Insurance, đŗ Credit Card, đī¸ Rent, đ Subscription, đĄ Utility, đī¸ Tax, or đ General. The category icon appears on the reminder card and drives filtering. | â Required |
| Amount | The expected payment amount. Leave blank if the amount varies (e.g., credit card bills). When filled, Wevanta shows this on the reminder card so you can see the total payment burden at a glance. | Optional |
| Due Date | The exact date this payment is due. For recurring reminders (EMI, SIP), enter the next upcoming due date â Wevanta will auto-advance this date when you mark it paid. | â Required |
| Frequency | One Time â fires once only (e.g., a tax filing deadline). Monthly â repeats every month (EMI, SIP, rent, utility). Quarterly â repeats every 3 months (insurance, advance tax). Yearly â repeats every year (annual premium, property tax). When you mark a recurring reminder paid, Wevanta automatically creates the next occurrence at the correct future date. | â Required |
| Notify X Days Before | How many days before the due date you want an email notification (0â30 days). Set 3 for EMIs (enough time to ensure funds are available). Set 14 for insurance premiums (enough time to evaluate and pay). Set 30 for tax deadlines (enough time to gather documents). | Optional |
| Family Member | Assign this reminder to a specific family member. Useful when a family member is responsible for a particular payment â e.g., your spouse manages the school fee reminder. | Optional |
| Linked Account | Link this reminder to a Wevanta account (e.g., link your HDFC Home Loan EMI reminder to the HDFC Home Loan account). This associates the reminder with the correct asset/liability for reporting purposes. | Optional |
| Notes | Free-text notes. E.g., "Pay from HDFC joint account. Auto-debit usually fails â manual NEFT needed." Up to 500 characters. | Optional |
Step 3: Marking a Reminder as Paid
When you make a payment, click â Mark Paid on the reminder card. A quick dialog asks:
- Payment Mode: Cash, UPI, Bank Transfer, Card, Net Banking, or Cheque.
- Date Paid: The actual payment date (defaults to today but you can backdate it).
- Reference Number: UTR, UPI transaction ID, or cheque number.
- Notes: Any notes about this specific payment instance.
What happens after marking paid:
- The reminder status changes to Paid.
- The payment details (mode, date, reference) are stored permanently on the reminder record.
- If the reminder is Recurring (Monthly/Quarterly/Yearly), Wevanta automatically creates the next reminder at the correct future due date. You never need to manually create next month's EMI reminder â it appears automatically the moment you mark this month's paid.
- The "Paid This Month" counter increments instantly.
Step 4: Snoozing a Reminder
If a payment is not due exactly on the scheduled date (e.g., a bank holiday means your EMI will debit tomorrow instead), use the Snooze action. Enter the number of days to snooze (1â30). The due date shifts forward by that many days â the reminder stays in your Pending list but with the updated date. The snooze is immediate and does not create a new reminder entry.
Step 5: The Automatic Recurrence Engine
This is the feature that makes the Reminders module genuinely powerful for long-term financial management:
- Monthly: Mark May EMI paid â June EMI appears automatically, due exactly 1 month later.
- Quarterly: Mark Q1 advance tax paid â Q2 reminder appears automatically, due 3 months later.
- Yearly: Mark current year renewal paid â next year renewal appears automatically, due 12 months later.
Each auto-created reminder inherits all settings from the parent (title, category, amount, linked account, notification days, notes) so you never need to re-configure anything.
Step 6: Filtering the Reminders List
Use the status filter tabs at the top of the list:
- All â shows every reminder regardless of status.
- Overdue â shows only missed payments. Use this as your daily action list.
- Pending â shows upcoming payments not yet due.
- Paid â shows completed payments for the audit trail.