CheckBook Help

Contents:

Getting Started
 
Introduction
Account Name
Starting Balance
Password Protection
We're Not Done Yet!
AutoCompletion
Descriptions
To/From Items
Almost There...
About Types
Types
A Few Tips
Ready, Set, Go!
Managing Entries
Filtering & Searching
Interactive Balance
Reconciliation
Scheduled Entries
Managing Accounts
Account Options
Account Summary
Preferences
Printing
Maintenance

 

Getting Started

 

Descriptions

This is where you can set up AutoCompletion for each Entry's Description field.

First, you need to choose how CheckBook comes up with possible matches to what you type. Here are your options:

1. All Entered Descriptions. This option tells CheckBook that you want it to use all of your previously entered Descriptions when it tries to AutoComplete what you're typing.

2. The Last [user-specified] Entered Descriptions. Use this option to tell CheckBook to AutoComplete with only a few of your most recent Descriptions, instead of trying to find matches using all of your previous Descriptions. This option includes a popup menu that lets you pick how many Descriptions CheckBook should use.

3. The Following Descriptions. This option is best when you know exactly which Descriptions you would like CheckBook to match. You get to enter the Descriptions you want, and CheckBook will only use those Descriptions when it AutoCompletes.

Remember, the Descriptions you enter will only work for the kind of Entry that you're currently editing. Say you're working on a Deposit. With either of the first two options, CheckBook will only try to AutoComplete using your previously entered Deposit Descriptions. If you choose to create your own list of Descriptions, however, you pick which Description goes with which Entry kind by putting your custom Descriptions in the right section of the Descriptions outline - under the Debits, Deposits or Transfers section.

When you choose the third option, the outline below it will become active so you can enter your Descriptions. There are three sections to the outline: Debits, Deposits and Transfers. Select the proper section for the Descriptions you want to enter, then press the button with the green plus symbol at the bottom left of the outline. There - now you have a new, blank Description. Type in what you want, and repeat the process until all your desired Descriptions are in the outline.

If you make a mistake or enter a Description that you want to remove, click it once and press the button with the red symbol at the bottom left of the outline. It should disappear.

Now that you've set up your Descriptions, you can do the same basic process with your To/From items under the To/From tab. Click on the To/From tab and let's continue.





Previous

© 2002-2005, Splasm Software