Entering new transaction

Janet's Avatar

Janet

28 Jun, 2020 02:32 PM

When entering a new transaction, the options are <Next chq>; Cashpt; CkCrd; Dep; Trn; {Print}.

Can this field be customised? I want to show things like Direct Debit; Standing Order. I'm in England.

  1. 1 Posted by Janet on 28 Jun, 2020 02:34 PM

    Janet's Avatar

    When entering a new transaction, the options are <Next chq>; Cashpt; CkCrd; Dep; Trn; {Print}.

    Can this field be customised? I want to show things like Direct Debit; Standing Order. I'm in England.

  2. Support Staff 2 Posted by Ethan on 28 Jun, 2020 05:53 PM

    Ethan's Avatar

    Hello,

    Which version of Moneydance are you using?

    If you are using Moneydance 2019.3 or earlier, you can open your Summary page, go to Account -> Edit Account from the menu bar, and edit the list of options for that field there.

    If you are using Moneydance 2019.4 or later, you can simply type whatever you want in these fields.

    Ethan
    Infinite Kind Support

  3. 3 Posted by Arnoldsway on 28 Jun, 2020 06:27 PM

    Arnoldsway's Avatar

    Thank you so much – that’s just what I wanted.

  4. Support Staff 4 Posted by Ethan on 28 Jun, 2020 06:34 PM

    Ethan's Avatar

    I'm glad to hear things have been sorted out. Please let me know if I can be of further assistance,

    Ethan
    Infinite Kind Support

  5. Ethan closed this discussion on 28 Jun, 2020 06:34 PM.

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