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PostPosted: Sun Nov 04, 2018 1:23 pm 
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Joined: Wed Aug 22, 2012 11:38 am
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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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PostPosted: Mon Jan 31, 2022 7:40 am 
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Joined: Sat Jun 01, 2013 3:42 am
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I would sure like this option! We can import, but not export. Hmmmm.


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PostPosted: Mon Jan 31, 2022 3:06 pm 
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Joined: Tue Dec 06, 2011 5:25 pm
Posts: 706
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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Allan Woodall
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Splasm Software
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