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 Change an 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. Select the desired Account Summary from the Summaries Table at the upper left of the CheckBook Window.

4. Press the Change Button, located at the top of the CheckBook window. A Summary Options Sheet will slide in from the top of the CheckBook Window.

5. Change the Account Summary's options.

6. Press the OK Button to confirm the Account Summary's options.

Tips:

Use the Return or Enter keyboard buttons to begin changing the selected Account Summary.

Account Summaries can also be changed by choosing the Change Account Summary... menu item in the Summary Menu. The same menu item is also available by Control-clicking anywhere inside the Summaries Table.

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