CheckBook Help

Contents:

Getting Started
Managing Entries
Filtering & Searching
Interactive Balance
Reconciliation
Scheduled Entries
Managing Accounts
 
The Accounts Drawer
Create an Account
Edit an Account
Remove an Account
Account Options
Account Summary
Preferences
Printing
Maintenance

 

Managing Accounts

 

To Remove an Account:

1. Be sure the Accounts Drawer is visible to the right or left of the CheckBook Window. If you cannot see the Accounts Drawer, press the Accounts Button at the top right of the CheckBook Window.

2. Select the Account you would like to remove in the Accounts Table.

3. Press the Remove Button, located at the bottom of the Accounts Drawer. A confirmation sheet will slide in from the top of the CheckBook Window to ask whether you are certain you would like to remove the selected Account. You will not be allowed to remove the only Account in the Accounts Table.

4. Press the OK Button if you are certain you would like to remove the selected Account, or press the Cancel Button leave the selected Account as-is.

Tips:

You can also remove Accounts using the Remove Account... option in the Account Menu. The same option is also available by Ctrl-clicking or right-clicking an Account in the Accounts Table.

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