tag:infinitekind.tenderapp.com,2009-01-14:/discussions/online-banking/13400-add-a-check-from-descriptionInfinite Kind: Discussion 2020-05-26T02:56:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/473185782019-06-01T21:11:44Z2019-06-01T21:12:14Zadd a check # from description<div><p>Hi Charles,</p>
<p>I manually enter Checks as they are written using Next Check# selection. I use Moneydance as my check register. When I automatically download transactions from my bank and then perform the confirmation process, I merge the downloaded transactions with the manually entered transactions and the Check Number is, therefore, maintained.</p>
<p>I know of no way to have your Automatically Downloaded transactions fill in the Check number field.</p>
<p><a href="https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/confirm-downloaded-data">https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/c...</a></p>
<p>Regards,</p>
<p>Tony (NOT from MD Support)</p></div>TonyRItag:infinitekind.tenderapp.com,2009-01-14:Comment/473185782019-06-01T21:36:36Z2020-05-26T02:56:23Zadd a check # from description<div><p>Thanks for your reply. My wife writes most of our checks, and keeps the check book. I do the Moneydance upkeep so there is no a continuity between those functions. And I'm prone to typos; so I'm looking for any automation I can get.</p>
<p>I've checked the Find and Replace extension looking for a rule that I could create; and, as you stated, could not find a way to create such a rule.</p></div>cbolligtag:infinitekind.tenderapp.com,2009-01-14:Comment/473185782019-06-01T22:00:26Z2019-06-01T22:00:48Zadd a check # from description<div><p>You're welcome. Ah, I understand the reason for your request now. Perhaps another user, or IK Support, could shed some additional light on the matter.</p>
<p>Good Luck,</p>
<p>Tony :)</p></div>TonyRItag:infinitekind.tenderapp.com,2009-01-14:Comment/473185782019-06-01T22:09:59Z2019-06-01T22:11:50Zadd a check # from description<div><p>I'm a fellow user.</p>
<p>I can think of no way of doing what you want in Moneydance. Downloaded data can fundamentally be thought of as being something like</p>
<p>Date =<br>
Cheque No =<br>
Description =<br>
Amount =</p>
<p>etc.</p>
<p>Moneydance just acts on the instructions in the data and stores the transactions as provided.</p>
<p>You are looking for something more complex; a parser that analyses the data and assigned portions of it to another field, given the variability of downloaded data from organisation to organisation this is not something that I believe would be viable to develop.</p>
<p>In this case, as it is the cheque number the bank should be handling it better than that in my view, the specification provide for a specific "Checknum" field.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/473185782019-06-01T23:34:53Z2020-05-26T02:56:23Zadd a check # from description<div><p>Dwg,<br>
Yes, you are correct in that I’m looking for a parser. As a converted Quicken user, I was able to rename descriptions base on a partial match in the field. But I believe even Quicken did not provide this function I am asking for. With both applications, I go to the bank application, look for the check #, view the photocopy of the check (I think this is neat since I used to have to keep a carbon copy) and fill out the proper description. If I dally, the bank times me out; the I have to resign in.</p></div>cbollig