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

3. Fill in the information for the new Account.

4. Press the OK Button to confirm the new Account.

Tips:

You can also create Accounts using the Add Account... option in the Account Menu. The same option is also available by Ctrl-clicking or right-clicking anywhere inside the Accounts Table.

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