Editing Cheque No list in Moneydance 2020

Mark Jeffery's Avatar

Mark Jeffery

24 Jun, 2020 08:47 AM

Good Morning. I wish to edit the Cheque no. items. I have a number of items in this list that need to be removed. I have followed the various instructions (i.e. Go to Summary Sheet, then Account, Edit Account) and there is no list of cheque no to edit. I simply get the account name and a comments box. See attached. I am using Moneydance 2020 (1914). Hoping you can help.

  1. 1 Posted by dwg on 24 Jun, 2020 09:20 AM

    dwg's Avatar

    I'm a fellow user.

    You currently need to use the Find and Replace extension to bulk change items that appear in the Check # field.

    The operation of this field has been the subject of discussions with the developer since it was changed around build 1902 and he has since stated he has plans to change how this field works.

  2. 2 Posted by Mark Jeffery on 24 Jun, 2020 09:26 AM

    Mark Jeffery's Avatar

    Hi there - thanks very much for this. Just to be clear, I wish to edit the actual list of items that automatically appear when you go to enter something in the Cheque # field. Over the years, everytime I mispell something it has created a additional option in the list. This has now become quite long and I wish to delete the mistakes and shorten the list itself. I do not want to change anything already in the register.

    The help screens on the website show this to be possible but I don’t get that - only the comments box. Maybe the web help screens are out of date?

    Hope you understand my problem.

    Best Regards

    Mark

  3. 3 Posted by derekkent23 on 24 Jun, 2020 09:27 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Mark

    Things have changed.

    You can no longer edit cheque # list under SUMMARY PAGE – ACCOUNT – EDIT.

    To add a new item in an account register, click into the Cheque # field and type in the new item., it will be added to the dropdown.

    To remove an item from the dropdown all instance where the item has been used must be removed or changed to something else. Find and Replace extension can help with this. Once the last instance is removed it will disappear from the dropdown.

    Hope this helps.

  4. 4 Posted by Mark Jeffery on 24 Jun, 2020 09:30 AM

    Mark Jeffery's Avatar

    Aaahhhh…. I understand now. I see what needs to be done

    many Thanks

    mark

  5. 5 Posted by derekkent23 on 24 Jun, 2020 10:35 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Mark

    Glad I was able to help.

    Have Fun, Stay Safe.

  6. Maddy closed this discussion on 24 Jun, 2020 10:22 PM.

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