To add a periodic transaction click on the upper-right icon (+). Enter transactions, mark them cleared, and compare the balance to your statements to reconcile. Use the built-in check template editor to make changes if necessary. Calculates actual and bank balances for each transaction. To reconcile, you can set each transaction as Verified or Unverified. The idea is to set transactions as unverified until your bank has processed them, then mark it as verified. Then, the Verified balance at the top should match your bank’s balance. #CHECKBOOK PRO APPXY BACKUP HOW TO#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”. Note that the menu is per account, not global, so you have to set that for each account that you have. How to access and use the Statements sectionĬlick on the upper-left icon (3 white horizontal lines) to open the “Drawer”, then click Statements. If you click on Deposits or Payments, it will expand to show the list of categories with the amount and percentage for each category. Additionally if you click any category, it will show the transactions for that category. 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. You need to create a backup on one device and restore on the other device. Update both devices to the latest version of the app before the process. To create a backup, click on the upper-left icon (3 white horizontal lines) to open the “Drawer”, then click Backup and Restore. Click Backup and select a cloud option, Dropbox or Google Drive.
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