add a check # from description
For written checks, the download has the description "Paid Check - 12345" where 12345 is the check #. How can I automatically move that number to the Check # field?
Comments are currently closed for this discussion. You can start a new one.
Keyboard shortcuts
Generic
| ? | Show this help |
|---|---|
| ESC | Blurs the current field |
Comment Form
| r | Focus the comment reply box |
|---|---|
| ^ + ↩ | Submit the comment |
You can use Command ⌘ instead of Control ^ on Mac
1 Posted by TonyRI on Jun 01, 2019 @ 09:11 PM
Hi Charles,
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.
I know of no way to have your Automatically Downloaded transactions fill in the Check number field.
https://infinitekind.tenderapp.com/kb/online-banking-and-bill-pay/c...
Regards,
Tony (NOT from MD Support)
2 Posted by cbollig on Jun 01, 2019 @ 09:36 PM
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.
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.
3 Posted by TonyRI on Jun 01, 2019 @ 10:00 PM
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.
Good Luck,
Tony :)
4 Posted by dwg on Jun 01, 2019 @ 10:09 PM
I'm a fellow user.
I can think of no way of doing what you want in Moneydance. Downloaded data can fundamentally be thought of as being something like
Date =
Cheque No =
Description =
Amount =
etc.
Moneydance just acts on the instructions in the data and stores the transactions as provided.
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.
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.
5 Posted by cbollig on Jun 01, 2019 @ 11:34 PM
Dwg,
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.
System closed this discussion on Aug 31, 2019 @ 11:40 PM.