Using the Checkbook

In this article, you will learn how to use the Checkbook page to enter new transactions.

How to Enter Transactions

Checkbook 1.png

1. From the desktop Checkbook app, click on the Checkbook page button.

2. Enter what the new transaction is for, the amount spent, and a description in the designated fields. Use the dropdown menus to select your property, the month and year of the transaction, the department, the category, and the vendor. If you wish to add a photo of a receipt, click on the Add Photo link and upload your file.

3. When you are ready to post the transaction, click the green Post Transaction button.

Below the Post Transaction section you will see a list of transactions and a balance sheet displaying the department, categories, budget, amount spent, and resulting balance for the timeframe you selected in the dropdown menu above. Use this section to view expenditures at a glance.

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