Review a checkbook

The View Checkbook may be used as a quick view of all transactions entered for a bank account.

To view a checkbook:

1. Select Tables > Bank Accounts.
   
   

2. Open the Bank Account to be reconciled by using any of the following methods: 

   • Double-click the icon or description for the account that must be edited.
   • Use the arrow keys on the keyboard to move through the list and select the account, then hit the Enter key.
3. From the open Bank Account window, select Tools > View Checkbook menu to open the Bank Accounts form.

4. The view may be set to show 1, 3, 6 or 9 months of activity for the account.  The Export Spreadsheet button allows the detail to be exported in a format that may be opened in a spreadsheet, to allow for custom reports to be created from checkbook data on-the-fly.