6 – Monthly and Year-To-Date Totals, Summary Report

Do a click on the Search/Sort Column #1 command button

to see the totals per description for the period.

Do a clic on the Save in Monthly Summary command button

to save the totals for all types simultaneously. See pages 64, 65.

Data Entry Screen - Monthly Summary (NOT USED in Version 4.8)

At the end of the month, create a new period. To save the checking

account beginning balance, click on the Chk. Actual Balance/Beginning

command button to retrieve the checking account actual balance.

Then do a click on the Save command button. See next page.

Create a new period at the end of the month. See Setup menu.

Data Entry Screen - Monthly Summary (NOT USED in Version 4.8)

Menu – Monthly Summary - View # 2

Menu – Transaction Description – Year-To-Date Summary

Menu – Income and Expenses – Year-To-Date Totals