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Deleting entries from To/From Drop Down List
https://www.splasmstrands.com.splasm.com/viewtopic.php?f=3&t=2689
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Author:  Volsgal [ Wed Jun 09, 2010 9:50 am ]
Post subject:  Deleting entries from To/From Drop Down List

I cannot figure out (I'm not only a new Checkbook user...I'm a new MAC user) how to erase entries from the To/From. Sometimes I may only write a check to a place once but it stays in the list in To/From while I would like to keep the ones that I use consistently. How do I delete entries from the To/From drop down list?

Author:  t3rockhall [ Wed Jun 09, 2010 5:28 pm ]
Post subject:  Re: Deleting entries from To/From Drop Down List

Account > Edit Accounts...

Author:  loni [ Fri Jun 11, 2010 9:18 pm ]
Post subject:  Re: Deleting entries from To/From Drop Down List

I too would like to delete some names.
Using CheckBook Pro v2.04
Edit account - To/From selected

All I see is:
To
From

I see none of my entries.
Am I missing something?
Is there a difference between CheckBook and CheckBook Pro?

Please help.

Author:  tzus [ Sat Jun 12, 2010 10:44 am ]
Post subject:  Re: Deleting entries from To/From Drop Down List

loni wrote:
I too would like to delete some names.
Using CheckBook Pro v2.04
Edit account - To/From selected

All I see is:
To
From

I see none of my entries.
Am I missing something?
Is there a difference between CheckBook and CheckBook Pro?

Please help.


In the To/From panel you will see a downward pointing arrow. Click on it and choose the Account you wish to import the items To and From items from. They will then appear in the window.

Author:  loni [ Sat Jun 12, 2010 7:53 pm ]
Post subject:  Re: Deleting entries from To/From Drop Down List

Yes! Yes! that works, getting to really liking this program.

A tip I use is - keep the Category list to a minimum.
This makes the Summary tab more useful -to me, (although not as detailed)
example
Utilities - all monthly bills for house.

This program seems so flexible, that it is easy to get lost in the Summary tab.

I'm just easing in to it.

Author:  Volsgal [ Wed Jun 23, 2010 8:45 am ]
Post subject:  Re: Deleting entries from To/From Drop Down List

I tried deleting entries...but does this not delete the entire entry with the money amount as well? I don't want to delete the entry itself....just the name in the drop down list because I may never write a check to this entry again....

Author:  t3rockhall [ Wed Jun 23, 2010 9:18 am ]
Post subject:  Re: Deleting entries from To/From Drop Down List

Again...
From the top menu bar: Account >Edit Account... click To/From, and add and delete to your heart's delight.

Attachments:
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Author:  Volsgal [ Thu Jun 24, 2010 6:40 am ]
Post subject:  Re: Deleting entries from To/From Drop Down List

Thank you for your patience...as I said, I'm new to the program -- I have only used Microsoft Money -- and to MAC as well...but IT WORKED!!! I appreciate your help!! :D

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