Splasm Software Discussions

I'm in the middle of reconciliation for the first time. As sometimes happens, I entered a transaction in the wrong account: my credit card account rather than my debit card account. In the midst of reconciliation it would be a BIG convenience if I could move (drag even?) the entry to the correct account and continue reconciliation. Cut-and-paste would work, too. As it is, I believe, I now have to delete it from one account and re-create it in the other, correct? Need to fix that...

You're right, at this time, Entries cannot be copied or dragged over to other Accounts. The request for adding that sort of functionality has come up before in the past so we're looking into adding it to a future release. I'll bump it up on the request list for you!

For now, you will indeed need to remove the Entry and then recreate it in the correct Account.

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Allan Woodall
Phosphorescent Phage
Splasm Software
http://www.splasm.com

Any update on this feature enhancement? I would love to see this added to the system!

You can drag between Accounts in CheckBook Pro, but not in CheckBook. Both applications have had copy & paste for a while now, so if you have CheckBook that's your best bet.

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