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

 

To Create a New Schedule:

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. Be sure you are in CheckBook's Schedule Table. Selecting the Schedule Tab at the bottom of the CheckBook Window will take you to the Schedule Table.

3. Press the Debit, Deposit or Transfer Button, located at the top left of the CheckBook Window. A Schedule Sheet will slide in from the top of the CheckBook Window.

4.
Fill in the information for the new Schedule.

5. Press the OK Button to confirm the new Schedule.

Tips:

Use these keyboard shortcuts to begin a new Schedule:

• Command + Option + - for a new Scheduled Debit
• Command + Option + = for a new Scheduled Deposit
• Command + Option + \ for a new Scheduled Transfer

New Schedules can also be created using options in the Schedule Menu. The same options are also available by Ctrl-clicking or right-clicking anywhere inside the Schedule Table.

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