Unable to manage/edit Check# listed options

HERBERT DETTMERING's Avatar

HERBERT DETTMERING

09 May, 2022 12:54 AM

Moneydance Version 2022.3 (4077)

Subject: Edit options in the Check# Transaction field

I wish to delete an option in the Check# field.
per directions from MD website:
1. Click ‘Summary” located at top left column.
This changes the Transaction register portion of the window that presents the “check” to a 2 part section where the one portion is essentially a repetition listing the bank accounts in the right column plus a calendar in the left column. In my case, there is also a list of memorized graphs and reports under the calendar.

2. Click “Account” on window top banner
3. This opens a new dropdown list that includes “Edit Account”
4. Click “Edit Account” This opens a new small window with the name of my bank-checkbook file below which is the word Comments. Immediately to the left of this is a rectangle in which to write any comments.

I think I followed the instructions to edit an item in the Check# list but it doesn’t work.

What have I done wrong?

How do I delete an option in this list.?

  1. 1 Posted by dwg on 09 May, 2022 01:02 AM

    dwg's Avatar

    I'm a fellow user.

    The instructions you have quoted are for an older version of Moneydance.

    Please refer to:

    https://infinitekind.tenderapp.com/kb/register-and-transactions/check-field-entries

  2. 2 Posted by Herb Dettmering on 09 May, 2022 09:21 PM

    Herb Dettmering's Avatar

    Only the first 8 drop down options are presented in the window opened by clicking "Edit List",  Initially I thought only three values were presented but enlarging the Edit list window, the first 8 values were displayed.  Changing the Recent Entries &/or Max entry values also had no effect on the number of items displayed.

        On Sunday, May 8, 2022, 09:03:03 PM EDT, dwg <[email blocked]> wrote:
     
      #yiv6575242111 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv6575242111 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
    |

  3. 3 Posted by dwg on 09 May, 2022 09:46 PM

    dwg's Avatar

    The list displayed is the static fixed list i.e. items that have been preassigned or that you add to the list. When you display the available items when entering a transaction if you have it set it will also display a number of entries from recent transactions in the register(s). The max items list determines the number of entries to show when entering the transaction, it has nothing to do with how many entries to show when editing the fixed list.

    What you see when you are entering a transaction, when you have set to use recent entries is a combination of the fixed list plus recent entry items.

    Recent items you cannot edit through the list mechanism, as these are actual entries in transactions, to change any of these you would have to change the actual transaction they are part of.

  4. 4 Posted by Herb Dettmering on 10 May, 2022 12:35 AM

    Herb Dettmering's Avatar

    Hi dwg
    Moneydance Edit Check# options_1
     

    Moneydance Version 2022.3 (4077)

     

    Subject: Edit options in the Check# Transaction field

     

    I wish to delete an option in the Check# field.

     

    The Drop down options in the Check# field are presented in

    the “CheckNo_List.jpeg, page 1” attachment contains 23 itemsplus “Edit List…”

     

    Clicking on the “Edit List…” and expanding or stretching theresulting window, produces the “Edit_List.jpeg, page 2” attachment with amaximum of only the first 8 items presented in the Edit_List.jpeg attachment.

     

     This remainedunchanged even as the “Recent Entries” and “Max Entries” values were changed.

    The question remains; How do I edit/modify any CheckNo item?

     

     

    CheckNo_List.jpeg  2documents, 2 pages

        On Monday, May 9, 2022, 05:46:36 PM EDT, dwg <[email blocked]> wrote:
     
      #yiv5736040692 pre {width:92%;margin:10px 2%;padding:5px 2%;background:#efefef;border:1px solid #d6d6d6;}#yiv5736040692 blockquote {margin-left:0;padding-left:1em;border-left:5px solid #ccc;}
    |

  5. 5 Posted by dwg on 10 May, 2022 01:32 AM

    dwg's Avatar

    To edit an existing entry in the list, for example to change the wording, double click on it, this places it into edit mode. To remove an entry select it then click on the minus sign at the bottom of the window, to add an entry click on the plus sign.

    To only allow the static list to show, change the recent entries option to not show any.

    To change any entry that is being pulled from a recent transaction you have to change it in that transaction.

  6. System closed this discussion on 09 Aug, 2022 01:40 AM.

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