Entering Checks - Learn from my mistake!
Flopbot
Superuser ✭✭✭✭✭
Greetings,
Hopefully, this post will help to lessen someone else's learning curve.
Like many people, I only use checks sporadically (every few months). When I first started using Simplifi, I entering checks like this...
However, as time went on, I realized that the way I was entering them didn't jive with the way Simplifi memorizes payees. If I ever needed to write a second check to Scott Electric, Simplifi would memorize both of these as separate payees - F.O.R.E.V.E.R.
And put the check # in the notes field.
I don't write "Check" in front of the number because the shorter length makes the entire number more likely to show up in my transaction register which can get rather crowded on smaller screens.
One downside, if you ever try to search for the check number, you have to remember to search for "#1059" instead of "1059".
Please do share if you've found an alternative way that works for you!
P.S. For an "Idea Post" where you can vote about adding a check field (click here).
Hopefully, this post will help to lessen someone else's learning curve.
Like many people, I only use checks sporadically (every few months). When I first started using Simplifi, I entering checks like this...
However, as time went on, I realized that the way I was entering them didn't jive with the way Simplifi memorizes payees. If I ever needed to write a second check to Scott Electric, Simplifi would memorize both of these as separate payees - F.O.R.E.V.E.R.
- "Check #1059 - Scott Electric"
- "Check #1063 - Scott Electric") .
And put the check # in the notes field.
I don't write "Check" in front of the number because the shorter length makes the entire number more likely to show up in my transaction register which can get rather crowded on smaller screens.
One downside, if you ever try to search for the check number, you have to remember to search for "#1059" instead of "1059".
Please do share if you've found an alternative way that works for you!
P.S. For an "Idea Post" where you can vote about adding a check field (click here).
Chris
Quicken Desktop user since 2014.
New to Simplifi in 2021.
Quicken Desktop user since 2014.
New to Simplifi in 2021.
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