This is a simple solution to record debits from and credits to a checking account.
The Transaction List report calculates your running balance.
How to use this solution
Enter all your transactions as you write checks and withdraw or deposit money. Include the check number or transaction number in the Ref. No. field as a reference.
How to customize this solution
Add a new field called Category. Then, you can design a report that breaks down your financial transactions bB
y category, so that you know where your money goes each month. See the documentation on Sub-summary reports for more information.
sign the check printing layout to fit the design of your tractor feed checks.
bRBBP0
@@BA@
44444
CCCCC 44444 CCCCC
$42"
Amnt DebitB
AmountB
Ttl Amnt DebB
Ttl Amnt CredB
Ttl AmountB
Bal RunningB
StreetB
CityB
StateB
ZIP CodeB
Date ClearedB
InfoB
Created ByB
Created ByB
Created ByB
StateB
ZIP CodeB
Date ClearedB
InfoB
Created ByB
"B A Form View
A List View
Transaction List
Information
Report Menu
A Form ViewB
wwwwww
ffffff
UUUUUU
DDDDDD
3333B
""""""
wwxwwxw
ggvgvv
gvwxgwghg
vhgvvww
fvfgfwffv
eVefefe
VvffVefVVefUe\
ffFdeefeefddfDeVdfEdfFdffk
EUeFFEUFEUFFUeTeVFeUUdVEEk
UTdUTeETeETeEUFTUTUFTUUTeK
TEETEETUETUETUDUDEETUDTUE[
4CDD4E4ET
D4DD4CDDC
C3C3C34C4C3CC43C
"#""3"129
#11#22122"3!
A List ViewB
Your Own
Button
Your Own
Button
Record
Delete
Record
Record
Reports
View As
View As
Close
Date Cleared
ZIP Code
Payee Address
Description
Deposit or Credit
Withdrawal or Debit
Paid To or From
Ref. No.
Enter data for Transactions
Check Tracker
Transaction ListB
Your Own
Buttonb
Your Own
Buttonc
Recordd
Delete
Recorde
Recordf
Reportsg
View As
Listh
View As
Formi
Closej
Infok
Balancel
Creditm
Debitn
Paid To or Fromo
Datep
Ref No.q/Click to see more information for a Transaction
InformationB
Your Own
Button
Reports
View As
View As
Close
Paid To or From
Ref. No.
Balance
Debit
Credit
Page ##
Transaction List
Report MenuB
Your Own
ButtonI
ReportsJ
View As
ListK
View As
FormL
CloseM
InfoO,Information about the Check Tracker solutionP
Info for this Solution
Your Own
ButtonB
ReportsC
View As
ListD
View As
FormE
CloseF
InfoG
Your Own
ReportH
Your Own
ReportJ
Transaction ListK>Click on any of these buttons to preview the respective reportL
Select a reportM
Your Own
Report
ReportH
Your Own
ReportJ
Transaction ListK>Click on any of these buttons to preview the respective reportL
Select a report
Print CheckB
Your Own
ButtonB
ReportsC
View As
ListD
View As
FormE
CloseF
Sort by Date
Sort by Transaction Number
Sort by Paid To
Transaction List
Print Check
Open Script
AD@D@
AD@D@
Helvetica
Geneva
Times
Times New Roman
Arial
MS Sans Serif
4CDD4E4ET
TEETEETUETUETUDUDEETUDTUE[
dUTeETeETeEUFTUTUFTUUTeK
EUeFFEUFEUFFUeTeVFeUUdVEEk
ffFdeefeefddfDeVdfEdfFdffk
eVefefe
VvffVefVVefUe\
fvfgfwffv
ggvgvv
gvwxgwghg
vhgvvww
Sort by Date
Sort by Transaction Number
Sort by Paid To
Transaction List
Open Script
)=400
)=400
)=400
Cancel
You did not enter any find criteria; all records will be displayed.C)