- #Checkbook pro user manual how to#
- #Checkbook pro user manual update#
- #Checkbook pro user manual trial#
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 user manual 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 user manual 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. To add a periodic transaction click on the upper-right icon (+). 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 user manual 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. 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. Click on the upper-left icon (3 horizontal white lines) to open the “Drawer”, then click on Settings, then Accounts.
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