CheckBook Help

Contents:

Getting Started
Managing Entries
Filtering & Searching
Interactive Balance
Reconciliation
Scheduled Entries
Managing Accounts
Account Options
 
Overview
General Tab
Descriptions Tab
To/From Tab
Types Tab
New Type
Edit a Type
Remove a Type
Default Types
Account Summary
Preferences
Printing
Maintenance

 

Account Options

 

To Create a New Type:

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. Press the Edit Button, located at the bottom of the Accounts Drawer.

3. An Account Options Sheet will slide in from the top of the CheckBook Window.

4. Select the Types Tab at the top of the Account Options Sheet.

5. Press the Add Button, located the bottom left of the Types Table. The Add Button has an icon of a green 'plus' symbol.

6. An Edit Type Window will appear.

7. Enter the name for the new Type.

8. Select the appropriate Entry kind for the new Type, either Deposits or Debits.

9. If the new Type is a Debit Type, and you would like the Entry Sheet's Check # CheckBox to be enabled and, if preferred, the next available check number entered automatically, then select the 'Type is a Check' CheckBox.

10. Press the OK Button to confirm the new Type.

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