Splasm Software Discussions

a user community for the betterment of Splasmkind
It is currently Tue Oct 27, 2020 2:17 pm

All times are UTC - 6 hours




Post new topic Reply to topic  [ 2 posts ] 
Author Message
 Post subject: Importing
PostPosted: Tue Sep 08, 2020 1:52 pm 
Offline

Joined: Tue Sep 08, 2020 1:05 pm
Posts: 2
So I am brand new to Checkbook pro

what I am looking for is very basic. I think

I just want to import all transactions from Checking - Business and Personal and Savings and credit cards
I need to be able to categorize each transaction for all accounts
Also I need to keep up with deposits?

I didn't see any deposits imported when I imported my business checking account transactions from my bank??


Top
 Profile  
Reply with quote  
 Post subject: Re: Importing
PostPosted: Wed Sep 09, 2020 12:45 pm 
Offline
Administrator
Administrator
User avatar

Joined: Wed May 18, 2005 11:19 pm
Posts: 546
Location: Here and There
Let's first make sure CheckBook Pro really didn't pick up any Deposits when it imported the data. You might have one Deposit for every 20, 30, or even 100 Debits, making them a challenge to spot, especially if you flick-scroll or scroll quickly - and more so if you just imported several hundred or a few thousand Entries. A quick way to see all your Deposits is to click the word Amount, above the column of amounts, once or twice to have them grouped together at the top of the list. Can you give that a shot to see what happens? To go back to sorting by date afterward, click the word Date, above the column with dates, once or twice.

_________________
Keith Gugliotto
Primordial Sea Captain
Splasm Software
http://www.splasm.com

Follow us on Twitter!


Top
 Profile  
Reply with quote  
Display posts from previous:  Sort by  
Post new topic Reply to topic  [ 2 posts ] 

All times are UTC - 6 hours


Who is online

Users browsing this forum: Google [Bot] and 15 guests


You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum

Search for:
Jump to:  
Powered by phpBB® Forum Software © phpBB Group