how to write and print checks

Timothy Daniel's Avatar

Timothy Daniel

24 Jun, 2020 09:11 PM

I am new to moneydance. I have been using quicken for 20 years. How do I enter and print checks?

  1. Support Staff 1 Posted by Ethan on 24 Jun, 2020 09:14 PM

    Ethan's Avatar

    Hello,

    Please find instructions with screenshots in the following articles:

    https://infinitekind.tenderapp.com/kb/register-and-transactions/checks

    https://infinitekind.tenderapp.com/kb/customizing-and-preferences/c...

    Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  2. Ethan closed this discussion on 24 Jun, 2020 09:14 PM.

  3. Tim Daniel re-opened this discussion on 24 Jun, 2020 09:43 PM

  4. 2 Posted by Tim Daniel on 24 Jun, 2020 09:43 PM

    Tim Daniel's Avatar

    I cannot figure out if this discussion continues via my email account or on the infinite kind site. Please inform me where to look for your replies. The instructions are useless. When I enter a check there is no blue space to check it to be printed. When I select print in the file options it says "no checks to be printed." Also, I use pre-printed checks with my bank information already printed on them. In preferences I do not see that as an option. It looks like I am supposed to design checks to be printed on blank check stock. That is also useless for my purposes. Is there a way to get live support to step me through this?

  5. Support Staff 3 Posted by Maddy on 25 Jun, 2020 10:58 AM

    Maddy's Avatar

    Hi Tim,

    It is possible to print Moneydance transactions on virtually any style of pre-printed checks. To print checks with Moneydance you will first need to obtain pre-printed check stock. Moneydance will print the date, amount, payee, memo, and optionally the address of a payee on your checks. Moneydance cannot print the account and routing number on a completely blank check, due to special ink requirements.

    To use the check-printing feature, you will need to mark some of your transactions as to-be-printed. This can be done by setting the check number field for the transactions to be printed as "{Print}". When you select the File → Print Checks function, Moneydance will locate any transactions with "{Print}" in the check number field, print them onto paper checks, and put the number of the paper check into the check number field.

    In order to print the address of a payee on the paper check you will first need to make sure that an address book entry has been associated with the transaction to print. If an address book entry has been associated with a transaction, the @ symbol will appear next to the payee name in the transaction editor. You will also need to select the "Show Address" option for the style of check you are printing. This can be done in Moneydance → Preferences → Check Printing.

    I hope this information is useful, please let me know if I can be of further assistance.

    --
    Maddy, Infinite Kind Support

  6. 4 Posted by Tim Daniel on 25 Jun, 2020 03:39 PM

    Tim Daniel's Avatar

    Maddy - thank you for responding. Unfortunately when I follow these steps the software does not do what you write it will do. I have attached a screen shot. It says "no checks need to be printed." Your instructions are the same ones I got yesterday in a link from Ethan. Is it possible neither of you have personally attempted this function in the software and that there is a problem with the product you are unaware of? I wonder if you and your colleagues will end up spending more time sending these posts back and forth than if we just did a 10 minute zoom call for you to see what I am seeing when I attempt these functions and then direct me live to what I am missing.

  7. Support Staff 5 Posted by Ethan on 25 Jun, 2020 05:38 PM

    Ethan's Avatar

    Hello,

    In the screenshot that you sent, the only item I see in the Check# field with {Print} in it is the one you are currently entering at the bottom, but have yet to save. Can you try to print again after saving that transaction, or confirm that you have other transactions in this account that have {Print} in this field?

    Ethan
    Infinite Kind Support

  8. 6 Posted by Tim Daniel on 25 Jun, 2020 05:46 PM

    Tim Daniel's Avatar

    I thought I must be missing a step. Thanks. I have searched all over the page and can find no save function. Where is it and what does it look like?

  9. Support Staff 7 Posted by Ethan on 26 Jun, 2020 08:10 PM

    Ethan's Avatar

    Sorry for the confusion. All that I meant was that you had exited the editing mode for the transaction you are currently entering. You can do this by pressing enter/return. The transaction should then be listed in your register like the others, but with {Print} in the Check# field. Moneydance saves your work as you go, so that's all you should need to do. Once you have transactions saved in your register that have {Print} in that field, you should be able to go to File -> Print Checks.

    Ethan
    Infinite Kind Support

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