Separate column for check number

bowgy4
bowgy4 Member ✭✭✭✭
edited December 2021 in Feature Requests

Right now there is no place to store check number other than manually in the Notes field. Most of the time the check number is in the transaction name (e.g. Check 345 091300229835). This is a three-part request:
1) A separate field for check number so I can easily filter to just see checks in order - easy comparison to bank statements
2) The check number field could potentially be limited to Checking account types.
3) Automatically parse the transaction name for Check-space-number-space and fill in the check number.

32 votes

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Comments

  • Coach Tappan
    Coach Tappan Retired Coach ✭✭✭✭

    @bowgy4 Another user recently raised this issue in this discussion. I still use what younger folks call "paper checks" for some of my bills, even though I started electronic banking a long time ago. Apparently I'm in the minority. The "check number" field is actually captured by Simplifi, since it shows up in downloads, but we made a decision early on that most of our users wouldn't need it. We've happy to change that if enough of our users (like me) express their support for the option. Thanks for the suggestion!

  • txp
    txp Member ✭✭
    I understand not displaying the Check Number field by default, but give users the ability to configure the lists to display the fields desirable to them. The Check Number is just one example; another is the Notes fields that often display, but doesn't always (Split Transactions, for example).
  • When Mint started out, I was impressed with it but not having check numbers was a absolute no go for me. It’s a crutch I can’t efficiently do my finances without. I have used either Quicken or Microsoft Money since the 90’s, and am a current Quicken for the Mac user. I am trying out Simplifi to see if I recommend to friends and young people. 

    Is it very difficult to include a column we can turn on that shows the check number? Mint has thrived without me, so it is evidently not a necessity for a lot of people…. Thanks!
  • Mike0514
    Mike0514 Member
    Check Numbers ✔️
  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    Agree!  While I only use checks occasionally, when I do use them, I really, really miss not having a dedicated column.

    Maybe those who didn’t want it could hide it?

    Maybe it could even be a dual purpose column: “Check #” and/or “Reference #” (the occasional Amazon order #, random confirmation #’s, USPS tracking #’s, etc.).  Icing on the cake would be the ability to flag each use with the appropriate number type somehow.  Ideally, all this would take up as little horizontal real-estate as possible.  Or, maybe it would only show up when editing each transaction…not in the register.
    Chris
    Quicken Desktop user since 2014.
    Brand new to Simplifi in 2021.
  • DannyB
    DannyB Superuser ✭✭✭✭
    I write two checks a month and occasionally a third check so having a column for check #s is not a necessity but I can see where it would be helpful.
    Danny 
    Simplifi user since 01/22
     Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • I guess for now I'll enter the check number as a Note.  There really should be a separate field for check number -- it could configurable whether or not it is displayed.  It would also help with being able to automatically match up manually entered transactions with bank entries.
  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    One bit of warning for anyone who happens to be looking for a workaround here.  From the beginning, I’ve been doing this with check’s.  Unfortunately, I suspect that this messes up Simplifi’s Memorized Payee functionality.  I don’t fully understand this functionality yet; but I suspect it does.  I just haven’t taken the time to undo what I did yet.

    Hopefully someone can learn from my mistake.


    Chris
    Quicken Desktop user since 2014.
    Brand new to Simplifi in 2021.
  • Regardless if I pay my bills online, or through the bank there is still an invoice or check number involved at least 95% of the time, so I am surprised that this program completely skipped over an important reference point.  I cannot fathom where the reasoning came from for lack of completing a working program.  
  • MCMD
    MCMD Member
    I agree. Check number field is a basic function missing.
  • I definitely want to see Check Number as a separate field. I do sometimes use paper checks, and miss being able to write and print them through my money program, as I was able to do in the past using the now-defunct Microsoft Money. Having the Check Number appear as "Payee" makes it impossible to create a transaction category rule, unless I rename each one manually by replacing the check number with the name of the payee. I find that annoying enough that I frequently do online searches to see if there might be a better money program for me than Simplifi. (Not Mint: I didn't like Mint's ads, and there were some other things about Mint that I didn't like, but I can't recall what they were.) 

    I understand that Simplifi pulls the info from my bank account, and my bank doesn't list the payee of each check--I have to look at the photo of the check to see that. But I'd prefer to see Check Number as a separate field. Simplifi can leave the payee empty in those instances, and I can fill them manually.
  • Flopbot
    Flopbot Superuser ✭✭✭✭✭
    edited September 22
    Following up on my comment from June 29th, I did confirm that what I was doing was wrong and switched to this.

     In the payee field, I enter this…




    And in the note field, I enter this…




    Which generally keeps Simplifi happy.  I’d like something more - and voted accordingly above - but in the meantime, this works.
    Chris
    Quicken Desktop user since 2014.
    Brand new to Simplifi in 2021.
  • TommyMac
    TommyMac Member ✭✭✭
    Not meant to be a snarky comment, but, I recently needed to write a check to a contractor for some services, and I realized I haven't seen my checkbook in two years, I had to go get a certified check for him. lol..
  • DannyB
    DannyB Superuser ✭✭✭✭
    @TommyMac : :D
    I keep my check book in the top center drawer of my desk... and occasionally pull it out when I get nostalgic for the "good ol' days"... NOT!

    As noted above I only occasionally write checks... HOWEVER, in the spirit of community, I voted this up to support my fellow Simplifiers for whom the feature would be useful as a selection in the in the Columns and Settings menu.
    Danny 
    Simplifi user since 01/22
     Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer
  • TommyMac
    TommyMac Member ✭✭✭
    @DannyB - I upvoted as well for the same reason.  Gotta love nostalgia.  :)

  • If I write a check, it may not clear the bank for several weeks.  When it does, it just adds the transaction to the account.  Now I have two entries for the same transaction and have to search for the original to delete it.

    In a chat I had today, I was told that, if the payee field matches between the manual transaction and the downloaded one, then there won't be a duplicate (although I don't know how it's resolved).  This brings up a question and a suggestion.

    The question is, what if a manual transaction and a downloaded have the same payee but they're different transactions? 

    The suggestion is, of course, to have a check number field for the transaction and match the check number with the downloaded transaction.  This requires a bit more intelligence in the routine that compares the transactions but it would be very helpful.
  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @PeteTheGolfer,

    Thanks for sharing your feedback with the Community!

    To answer your question, although I don't know the exact formula, Simplifi uses a logic to match a downloaded transaction to a manual entry using the Payee, Amount, and it must fall within a certain date range variance. If a transaction inaccurately gets linked, you would have the option to unlink it. 

    I hope this helps!

    -Coach Natalie