CheckBook Help

Contents:

Getting Started
Managing Entries
Filtering & Searching
Interactive Balance
Reconciliation
Scheduled Entries
Managing Accounts
Account Options
Account Summary
 
Overview
View a Summary
Create a New Summary
Change a Summary
Remove a Summary
Print the Summary
Preferences
Printing
Maintenance

 

Account Summary

 

To Create a New Account Summary:

1. Select the appropriate Account. Accounts can be selected from the Accounts Drawer or in the Accounts Menu's Show submenu.

2. Select the Summary Tab at the bottom of the CheckBook Window. This will take you to the Account Summary View.

3. Press the New Button, located at the top left of the CheckBook Window. A Summary Options Sheet will slide in from the top of the CheckBook Window.

4. Fill in the information for the new Account Summary. Be sure to name your new Account Summary with a good description so you can easily tell it apart from the others in the Summaries Table.

5. Press the OK Button to confirm the new Account Summary.

Tips:

New Account Summaries can also be created using the appropriate menu items in the Summary menu. The same menu items are also available by Control-clicking anywhere inside the Summaries Table.

Account Summaries can be configured in a way that there will be no data to populate certain parts of the Account Summary. For instance, you might choose to display only Debits, not Deposits or Transfers. In this case, rows for the missing data, the Deposits and Transfers, will not appear in the Account Summary.

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