Your cash plan's checking account

Intro Moving money Consolidating money
Intro Editing a transaction Voiding a transaction Entering a fee/writing a check
Intro Entering an income deposit Entering an "Other" deposit
Intro Balancing with a transaction file Balancing with a statement When a statement doesn't balance Making a transaction file map


Index

Your cash plan's checking account

Checking account

Editing a transaction register entry

You can edit the check number, description, and memo on withdrawal transactions that have not yet cleared (no X in the Clrd column). Add transactions cannot be edited.

Transaction register pop-up menu

In the Transaction Register window:

  • right-click on the withdrawal entry being edited to display the pop-up menu;
  • click on Edit.
Edit Transaction dialog box

In the Edit Transaction dialog box:

  • Make any changes to the Check number, Description, and Memo;
  • Click on the OK button.

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