Checking account

Your cash plan's checking account

You use a cash plan to manage the income that flows through one checking account. The primary day-to-day activity with your checking account is the recording of deposits. For predictable incomes, you have the option of using the Auto Deposit feature that automatically prepares your deposit entry for scheduled deposits that are due or past due.

Each month you will balance your checking account statement. You have the option of using a downloaded file of transactions to aid with balancing.

All of the functions you need for managing your checking account are found on the Checking Account slider which is displayed by clicking on the Checking account button on the slider bar.

Open Checking Account slider

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