CheckBook Help

Contents:

Getting Started
Managing Entries
Filtering & Searching
Interactive Balance
Reconciliation
Scheduled Entries
Managing Accounts
Account Options
 
Overview
General Tab
Descriptions Tab
To/From Tab
Types Tab
New Type
Edit a Type
Remove a Type
Default Types
Account Summary
Preferences
Printing
Maintenance

 

Account Options

 

To Edit a Type:

1. Select the Account you would like to edit. Accounts can be selected from the Accounts Drawer or in the Accounts Menu's Show submenu.

2. Press the Edit Button, located at the bottom of the Accounts Drawer.

3. An Account Options Sheet will slide in from the top of the CheckBook Window.

4. Select the Types Tab at the top of the Account Options Sheet.

5. Select the Type you would like to edit in the Types Table.

6. Press the Edit Button, located at the bottom left of the Types Table. The Edit Button has an icon of a pen tracing a line.

7. An Edit Type Window will appear.

8. Edit the Type's information.

9. Press the OK Button to confirm your changes, or press the Cancel Button to leave the Type unchanged.

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