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| Exporting Notes along with other data https://www.splasm.com/forum/viewtopic.php?f=3&t=6764 |
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| Author: | doublespiral [ Sun Nov 04, 2018 1:23 pm ] |
| Post subject: | Exporting Notes along with other data |
I am using Checkbook Pro 2.5.7 on OS X 10.13.6. My accountant recently requested that I add an additional data field to the information that I send to him each month that includes a numerical identifier of each invoice/payment. I have included that in the "Notes" section and those notes show up alongside my balance in Checkbook Pro. Works great. The problem is, when I go to export to a text file, all of the info exports properly except the Notes. I get Date, Check, Type, Description, To/From, Category, Amount, and Balance. But the Notes don't export. How can I add those so that I get the Notes as well? To add each invoice's numerical identifier individually to the exported file would be burdensome - and doubling the work. Failing that, how do I add another category that can hold each invoice's numerical identifier that *will* export along with the other data? Thank you! |
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| Author: | josephparsons [ Mon Jan 31, 2022 7:40 am ] |
| Post subject: | Re: Exporting Notes along with other data |
I would sure like this option! We can import, but not export. Hmmmm. |
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| Author: | Allan W. [ Mon Jan 31, 2022 3:06 pm ] |
| Post subject: | Re: Exporting Notes along with other data |
Unfortunately, CheckBook Pro isn't capable of exporting Notes, at this time. That's a feature we can certainly consider for a future version. But, for now, it may be best to add the numerical identifier to the Description field. |
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