- #Checkbook pro app help how to
- #Checkbook pro app help update
- #Checkbook pro app help software
- #Checkbook pro app help trial
- #Checkbook pro app help plus
Click Backup and select a cloud option, Dropbox or Google Drive. To create a backup, click on the upper-left icon (3 white horizontal lines) to open the “Drawer”, then click Backup and Restore.
#Checkbook pro app help update
Update both devices to the latest version of the app before the process. You need to create a backup on one device and restore on the other device. You can change the date range on the top, either using the arrows to move by month or click on the dates to select a custom range. Additionally if you click any category, it will show the transactions for that category. If you click on Deposits or Payments, it will expand to show the list of categories with the amount and percentage for each category.
#Checkbook pro app help how to
How to access and use the Statements sectionĬlick on the upper-left icon (3 white horizontal lines) to open the “Drawer”, then click Statements. Note that the menu is per account, not global, so you have to set that for each account that you have. How to set transactions as “Unverified” by defaultĬlick on the upper-right icon (3 vertical dots) to open the menu, then click on “Unverified by default”. Then, the Verified balance at the top should match your bank’s balance. The idea is to set transactions as unverified until your bank has processed them, then mark it as verified. To reconcile, you can set each transaction as Verified or Unverified. Calculates actual and bank balances for each transaction. Use the built-in check template editor to make changes if necessary. Enter transactions, mark them cleared, and compare the balance to your statements to reconcile.
#Checkbook pro app help software
To add a periodic transaction click on the upper-right icon (+). Just Checking is a checkbook software app that will help manage your checkbook.
How to add Periodic (recurring) transactionsĬlick on the upper-left icon (3 horizontal white lines) to open the ‘Drawer’, then Settings, then Periodic. You can export all transactions or select a date range, all accounts or select some accounts. The information exported is the same you see in app but organize in columns. Files of CSV format can be opened in a PC, smart phone, or any device with Excel, Google Sheets or any other spread sheet application. The Export feature will create a CSV file for each account that you select.
#Checkbook pro app help trial
The app has a 14-day trial for all the premium features.Ĭlick on the upper-left icon (3 horizontal white lines) to open the ‘Drawer’, then click Settings, then CSV Export. To save the changes click on the disk icon on the upper-right.Īutomatic backups to internal storage and Dropbox. To enter a deposit, click on the red ‘switch’ and it should turn green, which is a deposit. By default there is a red ‘switch’ to the left of the field for the amount, which is a payment.
#Checkbook pro app help plus
To save the changes click on the disk on the upper-right.Ĭlick on the blue circle with a plus (+) sign on the bottom-right corner to open the transaction page. Click on the account and you should see field to enter the starting balance. You should see there your default account. To save the changes click on the disk on the upper-right.Ĭlick on the upper-left icon (3 horizontal white lines) to open the “Drawer”, then click on Settings, then Accounts. You should see fields to enter the name and starting balance. Click on the upper-right icon (+) to add an account. Supports Quicken templates like Standard, Voucher, and Wallet.Click on the upper-left icon (3 horizontal white lines) to open the “Drawer”, then click on Settings, then Accounts.
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