Receipts Report- This generates a pdf file which contains all the receipts for the date range and transactions you selected. This is exactly what your accountant will want to see at the end of each quarter.ĭetailed Report- shows you all the transactions that you had for the chosen period of time. Summary Report- Your income and expenses are listed by category totals for the chosen period of time. Or if you have a lot of receipts to enter, you can click SAVE AND STAY and continue until you finish. You can click SAVE if you are done and go back to the main screen.
#Quick checkbook pro android#
Checkbook Pro works well with the Receipt Scanner android app which offers an easy and fast way to scan receipts with your phone and send them to the PC using your WIFI connection. :(when you need receipt image inclusion now)Ĭlick the NEW button in the top menu and this will open a self explanatory screen where you can select income/expense, category, and select a receipt from your receipt folder. (when you don't need receipt image inclusion at the moment)ġ. If you want to delete an account or edit an account you can do that by rightclicking. You can deselect or select whichever items you want information to be displayed about. Please review the pre-built list of income and expense categories on the left panel, you can delete anything you dont need and you can add new categories.īy default all your accounts are selected, all your groups of activity are selected, all your income categories and expense categories are selected. Or you may be using the same bank account to pay for multiple groups or areas of activity such as your home expenses and your business expenses.Ĥ. Why is the account and group concept important? Because you may be using multiple bank accounts to handle a field of financial activity such as your amazon business. A group in checkbook pro pertains to a field of financial activity, such as your home finances or your amazon business.ģ. Next step is to create one or more groups. An account in checkbook pro can be any place you keep your money, it could be the name of an account in a bank or even simply 'money in my wallet'Ģ. The first step is to create one or more acccounts.
#Quick checkbook pro manual#
You can either do automatic re-fresh (see settings option) or manual refresh using F1 key.
You can select or deselect items on the left panel and depending on what you selected, the "Table of Transactions" updates.
The LEFT PANEL serves as the filter settings which determines what is shown in the Table of Transactions.
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