Overview
Bank Register window


The Bank Register allows you to quickly and efficiently enter all your transactions for asset accounts with checking privileges or liability accounts with credit card privileges from one window. You can also view a complete transaction history for a selected date range of each of these accounts and open the source window of each transaction for more detailed information.

The data entry area appears in the bottom portion of the window and the top portion displays the transactions in a scrollable list.

Note: The Bank Register window is a convenient tool for data entry, not the actual transaction window. When you enter a transaction in the Bank Register window, the information is actually entered into the corresponding transaction window. For example, when you enter a Pay Vendor transaction in the Bank Register window, it is as if you had opened and entered the information in the Pay Bills window.

To find the Bank Register window
Receiving money in the Bank Register

Spending money using the Bank Register

Entering Receive Payment transactions using the Bank Register

Entering Pay Bills transactions using the Bank Register

Entering sales using the Bank Register

Entering purchases using the Bank Register

Using statements downloaded from the Internet

Using recurring transactions

Assigning transactions to categories


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