CheckBook Help

Contents:

Getting Started
Managing Entries
 
The Entry Table
Create a New Entry
Change an Entry
Remove an Entry
Importing Entries
Exporting Entries
Types
Splits
Speaking Entries
Filtering & Searching
Interactive Balance
Reconciliation
Scheduled Entries
Managing Accounts
Account Options
Account Summary
Preferences
Printing
Maintenance

 

Managing Entries

 

Types

CheckBook allows you to easily label each Entry with a predefined Type. A Type is similar to a category, allowing you to group related Entries.

Each CheckBook Account comes with several built-in Types. These can be changed and added to at will when you visit the Types Tab, located in the Account Options Sheet. The changes and additions made in the Types Tab are Account-specific.



Types can be configured such that when a Type is selected, a Debit Entry's Check # Button and Field are enabled automatically. If Automatic Check Numbering is enabled in the CheckBook Preferences, when you assign a Type configured for Checks to an Entry the next available check number is inserted into the Check # field automatically.

You can also set the default Deposit Entry Type and the default Debit Entry Type in the Account Options Sheet's Types Tab. Each new Entry will automatically be assigned the default Type.

Tips:

Ctrl-click or right-click an Entry in the Entry Table to see a contextual menu that contains an option for setting an Entry's Type directly.

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