Welcome to Checkbook Help
This section contains topics for the main features Checkbook offers and how to use them.
My Checkbook Ledgers: Allows you to manage all your ledgers from one place.
New Transaction & 
Edit Transaction: Create new transactions and edit existing ones.
- Edit Multiple Transactions: Update a bunch of transactions with the same information.
Type Codes: Allows you to specify what kind of transaction you are creating.
- Account Details: See all the important high level information regarding your checking account.
Categories & 
Payees: Specify what types of items you buy and who your money went to or came from.
Import Categories & Import Payees: Load categories and payees from your other ledgers into your currently opened ledger.
Spending Overview: See detailed information about how you spend and make money.
- Create hypothetical scenarios with
Create New Scenario to help with financial planning.
- Create hypothetical scenarios with
Spending Overview Charts: See your monthly totals from the Category/Payee table in Spending Overview displayed in a color coded chart.
Print Chart: Print your Spending Overview Chart to a file.
Monthly Income: See a quick display of how you are saving money each month of the year.
Budgets: Allows you to keep track of how much you are spending on certain categories and set a limit on your spending.
Most Used Categories/Payees: See total occurrences, payments, and deposits for each category and payee in your ledger. Calculate based on year, or your entire ledger.
Quick Filter: Find transactions using a search box.
Advanced Filter: Find transactions using specific parameters.
Options: Personalize the appearance of your ledger. Change colors and grid settings. Choose default directories for quickly accessing files related to Checkbook.
Customize Toolbar: Allows you to add, remove, and sort button icons on the toolbar.
Import Transactions: Import transactions from a CSV (Comma delimited) (*.csv) file to get a head start on tracking.
Balance Account: Keep track of the transactions that have been cleared by your bank.
Loan Calculator: A tool for calculating simple interest and compound interest loan amounts.
My Statements: Save your monthly bank statements and attach them to transactions for quick viewing.