Ability to add or edit the Check # dropdown

tiptonbob's Avatar

tiptonbob

29 Apr, 2019 03:49 PM

I like to use some special designations in the Check# field. For instance, in Quicken 2016 I was able to add FidBillPay for the items that I autopaid at Fidelity and AutoPay for items that are drafted from my accounts. The ability to add or edit the available options would be a nice addition.

  1. 1 Posted by derekkent23 on 29 Apr, 2019 03:55 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    It is already possible to do what you require.
    With the Summary page displayed click ACCOUNT – EDIT ACCOUNT.
    Used the + and – to add remove items and drag and drop to change the order.

    Hope is helps

  2. 2 Posted by tiptonbob on 29 Apr, 2019 03:59 PM

    tiptonbob's Avatar

    Thank you very much. That did solve my request. I am new to Moneydance and have a lot to learn. After using Quicken since 1989 the transition is challenging.

  3. 3 Posted by derekkent23 on 29 Apr, 2019 04:07 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Glad I was able to help.
    Any other issues just post.

    Have Fun.

  4. System closed this discussion on 29 Jul, 2019 04:10 PM.

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