The application is fairly easy to use, and you only need to understand its basics to work with it successfully. Start with adding your accounts one by one and giving them their current balance. Do it in the left part of the screen (where you can see shelves) by tapping “Edit”. Then start working with the chalkboard navigating between the sticky notes. Green sticky note is meant for regular transactions. Blue sticky note is meant for recurring transactions. And the other two are meant for pie charts and bar charts. In the iPhone version you have two more sticky notes: purple is meant for the list of your accounts, and white one is meant for extra features. Extra features: export to HTML and CSV (Excel), sync with other iPads, import your OFX files, and set up a PIN code to protect your entries!
Add all your accounts to the shelves on the left. Tap the word “Edit”, and you will see a new pending account, which you can add. Your accounts can be all your monetary accounts, such as banking accounts, cash, etc. When adding an account, you need to specify its name, icon, description and current balance, and tap “save”.
Transactions are kept under each account you set up, and serve to represent withdrawals (expenses), deposits (income), transfers that take place in real life and would normally appear on a bank statement. Choose the green note now and add your one-time transactions. You can add your income, expenses and money transfers manually. Alternatively, you may import an OFX file by tapping the 5th book on the shelf under the chalkboard. OFX is an international format for exchanging financial data, and the majority of banks support it. Please note that there are several types of OFX files, and the application supports only internationally recognized format. When your transaction is cleared, you need to approve it. Tap on the check mark to approve a transaction.
You can set up transactions that will be automatically generated on a regular basis. It helps in case you have regular payments with the same amount of money (rent, mortgage, insurance and etc.). To add a recurring transaction, go to the “Recurring transactions” icon and tap the "+" button in the right upper corner. Fill in the required ﬁelds the same way you did while adding expense/income transactions.
You can monitor your Balance change history. Tap any account on the shelf and you’ll see a list of transactions on the chalkboard (the right side on the screen). The column “Balance” will display your account balance changes after every entered transaction.
After putting in the time and effort to set up your accounts, enter transactions, update and conﬁrm the ﬁgures, you can use reports to make sense out of all that information quickly and easily. The more precisely you record and categorize your transactions, the more useful Checkbook HD’s reports will be in helping you analyze your ﬁnances. To view the Pie chart report, tap a pink sticky note on the chalkboard. The report reﬂects each category share in your total income or expenses.
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