CheckBook Help

Contents:

Getting Started
Managing Entries
Filtering & Searching
 
Overview
Select a Filter
Cancel a Filter
Interactive Balance
Reconciliation
Scheduled Entries
Managing Accounts
Account Options
Account Summary
Preferences
Printing
Maintenance

 

Filtering and Searching For Entries

 

CheckBook's Filter Button and Search Field allow you to find just the Entries you want to see. The currently selected Filter is printed immediately below the Search Field.



Choose from the following built-in Filters:

General: activates the Search Field and allows you to search the Type, Description, To/From, Notes, Split Description and Split To/From fields of each Entry.

Description: activates the Search Field and allows you to search the Description field of each Entry.

To/From: activates the Search Field and allows you to search the To/From field of each Entry.

Type: activates the Search Field and allows you to search the Type field of each Entry.

Notes: activates the Search Field and allows you to search the Notes field of each Entry.

Split To/From: activates the Search Field and allows you to search the To/From field of the Splits in each Entry.

Split Description: activates the Search Field and allows you to search the Description field of the Splits in each Entry.

Check Number: activates the Search Field and allows you to search the check number field in each Entry.

Amount: activates the Search Field and allows you to search the Amount field of each Entry.


Today: shows all Entries created on Today's date.

Yesterday: shows all Entries created on Yesterday's date.

This Week: shows all Entries created during the current calendar week.

This Month: shows all Entries created during the current calendar month.

This Quarter: shows all Entries created during the current calendar quarter. Quarters run from January 1 through March 31, April 1 through June 30, July 1 through September 30, and October 1 through December 31.

This Year: shows all Entries created during the current calendar Year.

This Week To Date: shows all Entries created during the current calendar week, through the current day.


This Month To Date: shows all Entries created during the current calendar month, through the current day.

This Quarter To Date: shows all Entries created during the current calendar quarter, through the current day. Quarters run from January 1 through March 31, April 1 through June 30, July 1 through September 30, and October 1 through December 31.

This Year To Date: shows all Entries created during the current calendar year, through the current day.

Last Week: shows all Entries created during the previous calendar week.

Last Month: shows all Entries created during the previous calendar month.

Last Quarter: shows all Entries created during the previous calendar quarter. Quarters run from January 1 through March 31, April 1 through June 30, July 1 through September 30, and October 1 through December 31.

Last Year: shows all Entries created during the previous calendar year.

Resolved: shows all Entries whose Resolved CheckBox is checked.

Unresolved: shows all Entries whose Resolved CheckBox is unchecked.


Tax-Deductible: shows all Tax-Deductible Entries.

Taxable: shows all Taxable Entries.

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