HOWTO: Get Started with Keep Track
| Views: 3469 Created: 07-02-2007 21:50 Last Updated: 08-30-2011 20:58 |
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- Use Keep Track as a receipt manager for your online and phone transactions. You can record the receipt number in Keep Track's Notes field. You won't need to print every order confirmation, because you'll have a convenient record of all of your transactions. You can use Keep Track for your direct deposits and automatic banking transactions, too, and set up a One-Touch button to easily record them.
- Set up the One-Touch Buttons for your most frequent transactions in a way that makes sense to you. You can use the button locations and names to make it even easier to find your most commonly-used buttons.
- If you don't know what anount will be when you create a One-Touch transaction, you can configure the button to ask you for anount each time you use that One-Touch button. You can use these to easily record regular purchases or charges you make from the same bank account or credit card to the same store for differentounts.
- Use the Notes field on the Enter Transaction screen to store a transaction number or confirmation number or a short phrase that will remind you what the transaction was for. You can also record expected delivery dates, or items ordered.
- On the Transactions List screen, you can tap a column header to sort the list by that column.
- You can correct or change information in any record by double-clicking on the transaction.
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