CheckBook Help

Contents:

Getting Started
Managing Entries
Filtering & Searching
 
Overview
Select a Filter
Cancel a Filter
Interactive Balance
Reconciliation
Scheduled Entries
Managing Accounts
Account Options
Account Summary
Preferences
Printing
Maintenance

 

Filtering and Searching For Entries

 

To Select a Filter:

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

2. Press the Filter Button at the top of the CheckBook Window, located just left of the Search Field. The Filter Button has a magnifying glass icon.

3. A popup menu will appear. Choose the appropriate Filter from this menu. The first few Filters are designed to work together with the Search Field, allowing you to search specific Entry Table fields. The rest of the Filters will allow you to you search for Entries based on certain preset date ranges or their Resolved status.

Tips:

The currently selected Filter is printed immediately below the Search Field.

By default, Filter settings are saved from one CheckBook session to the next. This allows you to quit CheckBook, launch it later and pick up where you left off. You can change this preference by toggling the "Save Filter Settings Between Sessions" checkbox in the General Tab in the CheckBook Preferences Sheet. With this checkbox toggled 'on', your selected Filter will be reset to the General Filter, with no data, each time you launch CheckBook.

Also by default, when you add or change an Entry, the selected Account's Entries are re-Filtered using the current Filter. You may lose sight of a newly added or changed Entry if its data does not match the current Filter's criteria. This preference can be changed by toggling the "Cancel Filter When Adding or Changing Entries" checkbox in the General Tab in the CheckBook Preferences Sheet. With this checkbox toggled 'on', your current Filter will be canceled when you add or change an Entry.

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