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| Looking for Help https://splasmstrands.com.splasm.com/viewtopic.php?f=3&t=3629 |
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| Author: | DWF [ Thu Dec 01, 2011 2:26 pm ] |
| Post subject: | Looking for Help |
Is there a published "help" file or "user guide" for CBP? Also, is it possible to do transfers easily (i.e., in one step) - to set up a deposit in savings and a debit in checking? EDIT: I figured this out, thanks to a search on the forum that gave me the proper terminology ("Linked Entry"). And what about passwords/security. I currently have 3 accounts defined: checking, savings and money market. Each has a password (the same password)... to open all 3 accounts I have to enter the password 4 times. Is there an easier way? EDIT: I figured this one out, too, thanks to searching on the forum. (And loving this software more and more every day!) Finally, I'd love to be able to reorder the buttons at the top (Deposit, Debit, Change and Remove). I do a lot more debit transactions that I do deposits, so I'd prefer it to be the first button... |
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| Author: | t3rockhall [ Thu Dec 01, 2011 3:29 pm ] |
| Post subject: | Re: Looking for Help |
DWF wrote: ...I'd love to be able to reorder the buttons at the top (Deposit, Debit, Change and Remove). I do a lot more debit transactions that I do deposits, so I'd prefer it to be the first button... A good idea. I also think the "change" button is superfluous, as a simply double-clicking on an entry brings it up for editing. That's easier than single clicking to highlight it and then mousing to the top to click on the button. Still 2 clicks plus a bit of arm exercise. |
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| Author: | Randy K. [ Fri Dec 02, 2011 6:56 pm ] |
| Post subject: | Re: Looking for Help |
We have to cater to all levels of Mac experience and CheckBook user experience. Having visible representations of what you can do is very important to us for basic users. We can add an editable tool bar to our request list though, for those that know what they want and are already proficient. |
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