A group in checkbook pro pertains to a field of financial activity, such as your home finances or your amazon business.ģ. Next step is to create one or more groups. An account in checkbook pro can be any place you keep your money, it could be the name of an account in a bank or even simply 'money in my wallet'Ģ. The first step is to create one or more acccounts.
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You can either do automatic re-fresh (see settings option) or manual refresh using F1 key.
You can select or deselect items on the left panel and depending on what you selected, the "Table of Transactions" updates. The LEFT PANEL serves as the filter settings which determines what is shown in the Table of Transactions. Table of Transactions- The heart of the app, here you see the information you wish to see.Rapid Input-This screen enables you to rapidly enter transactions without leaving the main screen.Income categories -Comes with some pre-built categories.Groups - Pertains to fields of financial activity, such as 'My Amazon Business', 'My Day Job', 'Home Finances' etc.ĝate Range Selector- Select Start and End dates for transactions displayed on the Transactions Table.Report Button- Opens the Reports Screen.New Transaction Button - Opens the NEW TRANSACTION SCREEN.Home Button - Takes you to the main screen.The first time you use checkbook pro you will be presented with a quick walkthrough. Please accept terms and privacy policy and login. The first time you login you do not need a password.
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