CheckBook Help

Contents:

Getting Started
Managing Entries
Filtering & Searching
Interactive Balance
Reconciliation
Scheduled Entries
 
The Schedule Table
Create a Schedule
Change a Schedule
Remove a Schedule
Schedule Reminder
Managing Accounts
Account Options
Account Summary
Preferences
Printing
Maintenance

 

Scheduled Entries

 

The Schedule Reminder

When Schedules are ready to create Entries for your Accounts, the Schedule Reminder Sheet will appear with a list of Entries for you to Commit, Skip or Remove.



To Commit, Skip or Permanently Remove a Scheduled Entry:

1. Wait for the Schedule Reminder Sheet to appear. If there are any pending Scheduled Entries, you can also select the Schedule Tab at the bottom of the CheckBook Window, then press the Scheduled Button at the top of the CheckBook Window.

2. Scheduled Entries are set to Commit by default. Select the appropriate Scheduled Entry and press the Commit Button, located at the top of the Schedule Reminder Sheet, to toggle the Scheduled Entry's Commit status. To permanently remove the selected Scheduled Entry, press the Remove Button, located at the top of the Schedule Reminder Sheet.

3. Press the OK Button if you are certain you would like to Commit or Skip the Scheduled Entries that remain in the list and permanently remove those Scheduled Entries you may have just removed from the list. Press the Later Button to make these decisions later.

Tips:

The Description, To/From and Amount of most Scheduled Entries can be changed before they are Committed to your Accounts. Double-click the fields you would like to adjust. You cannot change the To/From and Amount of a Scheduled Entry that contains a Split, and you cannot change the To/From for a Scheduled Transfer Entry.

Adjust the amount of time between appearances of the Schedule Reminder Sheet by selecting a value in the popup menu at the bottom left of the Schedule Reminder Sheet.

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