Screenshots of our Online Checkbook Software
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Once you have successfully logged in, you will see the screen
to the right. Here, you will be prompted to enter in a starting
balance. To do this, simply check "Deposit", select a date from the
"Date Selector", type in a description such as "Starting Balance",
enter in your beginning dollar amount and press the "Submit Transaction" button. |
 (click on snapshot to enlarge) |
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Now that you have entered in a starting balance, you are ready to enter in all of your transactions. Please note that all expenditures on your account will be a "Debit" and deposits will be a "Deposit". Notice that in the top right corner of the screen your "Current Balance" will always be visible. With every transaction that you enter, your current balance will change to reflect each new transaction. To the right, you will see how your first transaction will look after it has been entered. |  (click on snapshot to enlarge) |
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As you enter in your transactions, notice that your most recent transaction will be at the top of the list of transactions. There is no limit to the number of transactions that you can enter in your online checkbook, and each page will display 20 transactions. The snapshot to the right shows a full page of transactions. Notice that next to each transaction there are two icons, one is "Edit This Transaction" and the other is "Delete This Transaction". |  (click on snapshot to enlarge) |
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To the right is a snapshot of the "Edit" page. Here you can change the transaction type, date, check number, description and amount. |  (click on snapshot to enlarge) |
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To the right is a snapshot of the "Delete" page. Here you can delete a transaction if needed. |  (click on snapshot to enlarge) |