tag:infinitekind.tenderapp.com,2009-01-14:/discussions/problems/66278-entering-check-transactions-into-registerInfinite Kind: Discussion 2021-03-31T10:58:15Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/489320912020-12-27T13:19:51Z2020-12-27T13:19:51Zentering check transactions into register<div><p>I believe the system simply takes the last known cheque number from your transactions... If you enter a new number on a later transaction, then it will start from there....</p>
<p>(not support, just a fellow user).</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489320912020-12-28T12:10:39Z2020-12-28T12:10:39Zentering check transactions into register<div><p>Thank you for your response. But apparently it will only proceed from the highest number entered. I have entered hundreds of transactions and it does not revert back to a lower number.<br>
Thanks Bryce</p></div>Brycetag:infinitekind.tenderapp.com,2009-01-14:Comment/489320912020-12-28T13:15:32Z2020-12-28T13:15:32Zentering check transactions into register<div><p>Have you tried changing the check options...?</p>
<p>Edit the account in question.<br>
There is an option for Check Numbers - Use default settings or Account specific settings (try account specific). Within this> recent entries: try... Include from same account...</p>
<p>(not support, just a fellow user)</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489320912020-12-29T04:30:34Z2020-12-29T04:30:35Zentering check transactions into register<div><p>Will try it in the morning. Thanks<br>
Bryce</p></div>Brycetag:infinitekind.tenderapp.com,2009-01-14:Comment/489320912020-12-29T04:50:42Z2020-12-29T04:50:42Zentering check transactions into register<div><p>I'm a fellow user.</p>
<p>Some years ago a member of the support staff described the Cheque number algorithm, I took note at the time, assuming it has not been changed it should still work like this:</p>
<p>The next check number algorithm is slightly more complicated that max+1. It works like this:</p>
<pre>
<code>1. Find the transactions with check numbers in the last 180 days
2. If there aren't any find the most recent transaction with a check number and add 1 to it.
3. If there are transactions with check numbers in the last 180 days find the last ten. Add 1 to the highest of the last 10.</code>
</pre>
<p>What this means is that you can enter checks out of sequence and if you start using a new series of checks after you enter ten checks the next check number will start to use the new sequence.</p>
<p>This may not be ideal for people who have two check sequences that they use concurrently but the above algorithm was the result of a lot of customer feedback and compromise.</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/489320912020-12-29T07:55:26Z2020-12-29T07:55:26Zentering check transactions into register<div><p>So you could enter 10 dummy txns with zero value and fake check numbers to get the sequence right again.....</p></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489320912020-12-29T17:17:02Z2020-12-29T17:17:02Zentering check transactions into register<div><p>Well that worked kind of. I discovered the basic problem (I think). I use this program for my wife's checkbook and so I only enter checks periodically like every 6 months. Resetting the number worked really well however when I am entering checks from the past and I make the date accurate as to date the check was written the check number will not automatically advance. It stays fixed so if I don't want to enter the check number directly I have to keep the plus key depressed until it counts up to the correct check number. Or I can use todays date on all of the checks and the check number is great. So it appears I either have to deal with check number or date. The obvious solution is to enter the checks daily. Have to speak to wife.<br>
Thanks for your help.</p></div>Brycetag:infinitekind.tenderapp.com,2009-01-14:Comment/489320912020-12-29T17:19:46Z2020-12-29T17:19:47Zentering check transactions into register<div><p>Thanks for your assistance. I think I have to start entering checks more frequently in my wife's check book. Seems the date range is the 180 days.<br>
Thanks again.<br>
B</p></div>Brycetag:infinitekind.tenderapp.com,2009-01-14:Comment/489320912020-12-29T21:01:31Z2020-12-29T21:01:31Zentering check transactions into register<div><p>Hi Bruce, just for fun..... I just reviewed the MD code on this.. I have written a small simulator that tells you what the next Check number will be for an account... ALSO, I found that you can change the 180 days setting (temporarily until MD restarts) and thus, perhaps do what you need by setting a smaller number of days (which would only. include the most recent, and lowest numbers you are using). Attached script will ask you questions, allow you to change, and / or simulate the change. Once you restart MD, the standard 180 will get reset. It will also show you the logic being used...</p>
<p>Have a play, let. me know how you get on....?</p>
<p>(It's a pity that this isn't a config.dict setting!)</p>
<hr>
<p>FY - The standard Moneydance logic is as follows:<br>
- Set cutoff date to today -180 days - Get all transactions (for the selected account, and where check number is numeric) - Scan the transactions - Select if txn date > cutoff date - If this found zero records then: - Scan the original transaction list - Find any check numbers... storing the largest number - add 1 to the largest number found; or return 1 if none found.. - ELSE if we found records - Sort the transactions by DATE_THEN_CHECKNUM - Scan these transactions in newest date first order - Get 5 records; store in a new list - Sort new list by CHECKNUM - Scan new list in largest Checknumber order first</p>
<h2><a name="-return-the-first-one-found-i-e-the-largest-1-" class="anchor" href="#-return-the-first-one-found-i-e-the-largest-1-"></a> - Return the first one found (i.e. the largest) +1</h2></div>Stuart Beesley (Mr Toolbox)tag:infinitekind.tenderapp.com,2009-01-14:Comment/489320912020-12-30T00:18:43Z2020-12-30T00:22:06Zentering check transactions into register<div><p>Stuart,</p>
<p>Thanks for the logic dump I have extended my notes with this info.</p>
<p>Des</p></div>dwgtag:infinitekind.tenderapp.com,2009-01-14:Comment/489320912020-12-30T13:35:06Z2020-12-30T13:35:06Zentering check transactions into register<div><p>Thank you very much. Will do and let you know.</p></div>Bryce