Splasm Software Discussions

One cool feature of Quicken is the ability to move a transaction from one account to another; useful if you incorrectly allocate a transaction to an account; for example you read the credit card receipt incorrectly.

I have not found a way to do this with Checkbook Pro. Only way I know of is to delete the original transaction and re-enter in the correct account.

Am I missing something?

Let me know.
Cheers
Dave

CheckBook does not yet have the ability to move an entry from one account to another to correct a mis-entry. We have had the request in the past and will bump it up by one. We do appreciate the feedback!

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Randy Knoble
Splasm Software
www.Splasm.com

Great, I would appreciate that facility as well.

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neilrennie

Help says we can drag entries into a folder. This does not work in Mac Lion. We can select multiple entries but not drag.

Can you tell us if you're using CheckBook or CheckBook Pro? CheckBook Pro has the Folders feature but CheckBook doesn't. Dragging to a Folder in CheckBook Pro on Lion works fine. In CheckBook's Help it looks like we do mention Folders in a couple of places but I don't see where we say Entries can be dragged to a Folder. We'll fix the Folders mentions in our next major release.

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Keith Gugliotto
Primordial Sea Captain
Splasm Software
https://www.splasm.com