Instead, you set up a Smart Folder’s conditions and, whenever you select that Smart Folder in the future, you’ll see the Entries that match those conditions. You don’t move Entries to a Smart Folder. Smart Folders are like Smart Folders in the Finder, a saved search that shows you items that match any number of criteria. Since the Folder’s Entries are still included in your Balance, you won’t need to do anything else to keep your numbers straight. Drag the selected Entries to the new Folder in the list on the side of the window.All of the Entries in between will be highlighted. Now, single-click the first Entry of the date range, so it’s highlighted, scroll until you see the last Entry in the date range, then hold the Shift key on your keyboard while you single-click the last Entry in the date range. You’ll probably want to select a date range, like the previous year, so first make sure your Entries are sorted by Date. Select the Entries you want to move to the Folder.The new Folder will be selected, by default, so click the name of your Account in the list on the side of the window or go to the Account menu, at the top of your screen, down to Go to Account, and select the Account itself there.If you’re archiving an entire year, you might name it after the year you’re archiving. Name the new Folder and click the OK button.Go to the Account menu, at the top of your screen, and click the New Folder… menu item.Click the Accounts button, at the top right corner of the window, once or twice to be sure the list of Accounts is visible on the side of the window.To create a Folder and move Entries into that Folder It’s the same when you remove a Folder – the Entries inside the Folder are also removed. If you remove Entries from a Folder, it’s just like removing them from the Account – the Entries are gone for good. When you move Entries to a Folder, they won’t appear in the Account itself anymore, though they’ll still be part of the Account’s Balance. Here’s how to make these two powerful features work for you.įolders are like folders in the Finder, a place where a group of items stays out of the way until you need them. Make sure there’s a checkmark next to the Save Search Options When Switching Accounts option near the bottom of the window.ĬheckBook Pro’s Folders and Smart FoldersĮach Account in CheckBook Pro can have any number of Folders and Smart Folders.Go to the CheckBook or CheckBook Pro menu at the top left corner of your screen and click the Preferences… menu item. ![]() To make your Search options more or less permanent: ![]() ![]() These may be all you need to see the Entries for a particular period.īy default, your Search options are reset when you switch Accounts or close your document. You’ll find other options in the menu, like This > Year and Last > Month, and there’s even a Custom Date Range option.
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