Edit Check# field

Kerry's Avatar

Kerry

16 Nov, 2020 03:05 PM

How do I edit/delete/add items available in the "Check#" field (i.e. Dep, Trn, etc.) for Moneydance 2021?

  1. 1 Posted by Stuart Beesley ... on 16 Nov, 2020 03:12 PM

    Stuart Beesley - JUST A FELLOW USER's Avatar

    Edit the Account in question and you will see Check Numbers EDIT option….

  2. 2 Posted by -Kevin N. on 16 Nov, 2020 03:24 PM

    -Kevin N.'s Avatar

    Hi Kerry,

    Click the double-facing, up-and-down, arrow in the 'Check#' field.
    Select 'Edit' from the resulting drop-down list.

    -Kevin N. (not a member of MD support)

  3. 3 Posted by Kerry Outlook on 16 Nov, 2020 07:57 PM

    Kerry Outlook's Avatar

    That is what I tried before sending a question out but it does not list all the entries that appear when I choose a new transaction. Thanks for the suggestion though!

  4. 4 Posted by dwg on 16 Nov, 2020 09:08 PM

    dwg's Avatar

    I'm a fellow user.

    What you are seeing is expected behaviour with the standard settings..

    With the standard settings when you are entering transactions the list you see is derived from a couple of sources. The first source is the static list this is what you see when you go into the Edit field interface, it allows you to maintain this list, i.e. edit, add, delete, change items in the static list. With the default settings it will also pick up entries from already entered transactions in the register. This is where I think the value you want to change is coming from.

    It would be inappropriate for the Edit list interface to allow you to edit existing transactions.

    Your two options really are to find the transaction in the register and edit it or to set the list to only display the static items. Only displaying the static entries is equivalent to how Moneydance used to work.

  5. 5 Posted by Kerry Outlook on 16 Nov, 2020 09:27 PM

    Kerry Outlook's Avatar

    Thank you. That explains a lot and I am now able to set the field values as I wish. Great explanation.

  6. Melissa closed this discussion on 25 Nov, 2020 06:53 PM.

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