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| Editing the Payee list. https://www.splasm.com/forum/viewtopic.php?f=3&t=6712 |
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| Author: | chscag [ Thu Oct 05, 2017 2:40 pm ] |
| Post subject: | Editing the Payee list. |
How can I edit my payee list? Some entries are no longer valid and some are not spelled correctly. Thanks. |
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| Author: | prider [ Thu Oct 05, 2017 3:16 pm ] |
| Post subject: | Re: Editing the Payee list. |
About the only thing you can do, as far as I know, is just to correct the spelling the next time you add an entry for that particular payee. Old payees eventually fade away and do not come up again... eventually, that is! |
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| Author: | t3rockhall [ Fri Oct 06, 2017 7:07 am ] | ||
| Post subject: | Re: Editing the Payee list. | ||
Sure you can. Edit account, To/From, highlight entry, click the pencil, and edit. Delete a highlighted item with the Delete key or click the slashed circle next to the pencil.
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| Author: | prider [ Fri Oct 06, 2017 7:55 am ] |
| Post subject: | Re: Editing the Payee list. |
Funny! In over eight years of using this app, I have never once run across this! Guess I never needed it... I wonder what else I am missing in life? Thanks t3rockhall 
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| Author: | t3rockhall [ Fri Oct 06, 2017 8:00 am ] |
| Post subject: | Re: Editing the Payee list. |
prider wrote: I wonder what else I am missing in life? Let me guess. iOS CB, maybe. 
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| Author: | prider [ Fri Oct 06, 2017 8:06 am ] |
| Post subject: | Re: Editing the Payee list. |
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| Author: | chscag [ Fri Oct 06, 2017 12:08 pm ] |
| Post subject: | Re: Editing the Payee list. |
Hey guys... Thanks so much for your replies. I learned something new about this app. Like the other responder, I've been using it for years but never knew that those items could be edited. Thanks once again.
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| Author: | Chode [ Sun Oct 08, 2017 5:10 pm ] |
| Post subject: | Re: Editing the Payee list. |
I have nothing listed under "The following To/From" ? ... and it's the same for all seven accounts. |
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| Author: | prider [ Sun Oct 08, 2017 5:19 pm ] |
| Post subject: | Re: Editing the Payee list. |
Do you have Checkbook Pro? |
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| Author: | prider [ Sun Oct 08, 2017 5:24 pm ] |
| Post subject: | Re: Editing the Payee list. |
You can add items by clicking on the plus sign. Edit by clicking on the item itself. Remove by highlighting the item and clicking on the minus sign. |
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| Author: | t3rockhall [ Mon Oct 09, 2017 11:08 am ] |
| Post subject: | Re: Editing the Payee list. |
Yes. "All"means All, and "Last 10" means just that. By definition, those 2 choices are not editable. You must create a list and then check the radio button. |
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| Author: | Chode [ Tue Oct 10, 2017 2:56 pm ] |
| Post subject: | Re: Editing the Payee list. |
Yes, I have CheckBook Pro. I expected the third choice "The following ...", to be populated automatically from the payees names used, so it can then be edited. I suppose re-typing the names is not a big deal ... although that defeats the purpose somewhat - if I want to get rid of an old, or mistyped name, I won't see it in the list I have to re-create
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| Author: | prider [ Tue Oct 10, 2017 2:59 pm ] |
| Post subject: | Re: Editing the Payee list. |
Yea, I did too. I've never used this feature, but it does seem odd to not have it auto-populate as you go along. Weird. Perhaps this can be put on the wish list, guys! How 'bout it? |
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| Author: | Allan W. [ Tue Oct 10, 2017 3:09 pm ] |
| Post subject: | Re: Editing the Payee list. |
It's possible to import the existing list using the button with the swooping, downward-pointing arrow on it, found toward the bottom right of the sheet. Click there and then select the name of the account. |
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| Author: | prider [ Tue Oct 10, 2017 3:13 pm ] |
| Post subject: | Re: Editing the Payee list. |
Ah. So it doesn't auto-populate, but you can import from the same account [or any others/all]. Neat. I've never used this feature [that I can remember] and don't know if I will, but it seems a good one to have. Thanks, Allan! |
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