CheckBook Help

Contents:

Getting Started
 
Introduction
Account Name
Starting Balance
Password Protection
We're Not Done Yet!
AutoCompletion
Descriptions
To/From Items
Almost There...
About Types
Types
A Few Tips
Ready, Set, Go!
Managing Entries
Filtering & Searching
Interactive Balance
Reconciliation
Scheduled Entries
Managing Accounts
Account Options
Account Summary
Preferences
Printing
Maintenance

 

Getting Started

 

About Types

CheckBook's Types are a very handy way to group your Entries so that they make more sense when you need a Summary and they make searching for Entries easier, too. Like Descriptions and To/From items, Types are also specific to the kind of Entry you are working on - either Debit or Deposit. And, Debit Types can be set so that when they're selected they automatically change the current Entry into a Check. That comes in handy if you have Check AutoNumbering turned on.

You might think that Types are supposed to describe how an Entry was physically handled, ie. whether it was a Bank Deposit or a Direct Deposit, a Credit Card or a Cash transaction. You can set up your Types that way, but you could also use Types to describe the nature of an Entry, such as whether it was for Groceries, Recreational Dining, Tuition or Internet Access. CheckBook comes with a small set of Types that you can use, but to really enjoy managing your finances you should create your own. There are so many possibilities and they're all up to you!

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