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 Edit an Account:

1. Be sure the Accounts Drawer is visible to the right or left of the CheckBook Window. You can use the Accounts Button at the top right of the CheckBook Window to show the Accounts Drawer.

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

3. Press the Edit Button, located at the bottom of the Accounts Drawer. An Edit Account Sheet will slide in from the top of the CheckBook Window.

4. Edit the Account's information.

5. Press the OK Button to confirm your changes, or press the Cancel Button to leave the Account unchanged.

Tips:

You can also edit Accounts using the Edit 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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